Future Financial Peace of
Mind
As well as arranging your mortgage, I’m passionate about helping you to plan ahead and protect what matters to you.
“It should be called ‘love’ insurance, we buy it to protect the ones we love”.
I help you plan with foresight so you
don’t regret with hindsight.
I get it, insurance sounds, well… insurancy! But I don’t look at it like that, when I have a conversation with you about the various ways you can protect against future events and the consequences, I feel privileged to be the one you are talking to.
It’s an amazing part of my role to be able to help you put plans in place so that should something unexpected happen, you have a financial safety net. I can’t stop life events from happening, but I can chat to you so you know all the ways you can provide peace of mind for yourself and your loved ones.
Types
of cover
My advice is here to guide you through this process and recommend a bespoke and comprehensive package to suit your needs and your budget.
Life Insurance
A simple cover that will provide a sum if the person named on the plan dies during the policy term.
Critical Illness Cover
More comprehensive, this cover pays out if you are diagnosed with one of the listed illnesses during the policy term.
Income Protection
If you are unable to work, this cover pays out a monthly amount for various lengths depending on the type of policy.
Family Income Benefit
A great way to provide additional cover for loved ones, either a lump sum or monthly amount could be paid on death of the person covered.
Peace
of mind
No one can truly predict the future. But having cover in place means you and your loved ones can prepare for any eventuality. Even with a small policy, you may find yourself sleeping a little easier at night knowing that your family has protection in place should something happen to you.
What our valued clients say
Feedback on how we look after you is so important to us, not only so new clients can hear directly from existing and valued clients, but also so that we can continue to develop and grow.
