About You
It is so important that you receive the right financial advice that is designed to your own specific personal situation. One of the ways people buy insurance is through a product pusher, that tells you that you need this product at this level without them fully understanding your needs, goals and dreams. At the time, this doesn’t seem a problem until such time you go to make a claim and realise what you have is not fit for purpose, the level of cover is not enough or that you are paying too much money for something that is much cheaper elsewhere.
Having an insurance review costs you nothing and gives you peace of mind. If what you have set up is great, our brokers will tell you this and advise you to leave everything as is. However, if we see that there is a better product offering somewhere else, you can save money or your insurance needs to be amended to meet your personal needs, then we will give you advice which you can choose to accept or not but at least you know.
Having an insurance review costs you nothing and gives you peace of mind. If what you have set up is great, our brokers will tell you this and advise you to leave everything as is. However, if we see that there is a better product offering somewhere else, you can save money or your insurance needs to be amended to meet your personal needs, then we will give you advice which you can choose to accept or not but at least you know.
Benefits
- Free Service
- Full review of your insurance
- Report provided with recommendations on the best Risk Plan for you
- We work with the best insurance providers in the market
- Use independent research to establish who has the best products in the market to ensure you have a market leading insurance offering
- Ongoing relationship with an annual review to make sure your insurance is still fit for purpose
- If you ever need to make claim, we will manage the whole process for you. This is important because if you are making a claim something unexpected would have happened and times may be upsetting and tough so the last thing you want to do, is have to manage an insurance company and the claims process.
Relationship
Relationship is really important. Just like our tag line ‘Financial Partner for Life’, our business philosophy is to have an ongoing relationship with our clients until such time they no longer require insurance. The benefits of using a broker rather than purchasing directly or through a bank, is that you have one person who is your ongoing relationship manager who is there to support you with reviewing your needs, answering your questions and be your rock if you need to make a claim.
