Wealth & Insurance

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Wealth & Insurance


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We have partnered with leading industry experts to provide you with information and advice on a huge range of areas to help you choose the package that is right for you. All our partners have been carefully chosen because they understand our approach to delivering excellent customer service, flexibility and competitive prices.

Home

Protect your home, contents and livelihood with our well-priced comprehensive household insurance.

  • Best premiums offered because we use a broad range of the UK’s leading insurers
  • Generous levels of cover
  • Flexible terms for unusual circumstances and high value homes
  • Cover for high value items, fine art, watches and jewellery
  • Concierge style easy to access claims service – never feel stressed over making a claim again

Premiums from £60. No hassle quick quote service.

To provide a tax free lump sum or a yearly income in the event of suffering a critical illness. This product could be suitable for anybody with an interest only or repayment mortgage. Equally suitable for anybody with financially dependent children.

Speak to a specialist advisor today Lines open Monday – Friday 9am – 5pm
Calls from mobile phones will be charged at your provider’s standard rate. Calls made from Landlines charged at 2p p/m.

Travel Insurance

Holiday Insurance Cover with a wide range of polices to suit all your travel insurance needs.Our bespoke travel insurance provides the peace of mind you need so you can relax on your holiday knowing everything is covered.We offer comprehensive cover at highly competitive prices.Our policies provide cover for many pre-existing medical conditions with low excesses and a superior claims service.
  • Single Trip
  • Back Packing
  • Business use
  • Cover for medical conditions considered
  • Multi Trip
  • Cruises
  • Sporting Activities
Speak to a specialist advisor today Lines open Monday – Friday 9am – 5pm
Calls from mobile phones will be charged at your provider’s standard rate. Calls made from Landlines charged at 2p p/m.

Business Insurance

Whether you work from home, at business premises or at your customers premises we align the insurance to suite your business and protect your income.

Arrange your cover for:

  • Public & Employers Liability
  • Tools, plant and machinery
  • Commercial buildings cover
  • Directors and officers Insurance
  • Business car, van, truck and fleet insurance
  • Professional Indemnity
  • Trade equipment, contents and stock
  • Legal Expenses
  • Cyber Liability

We fully support clients when making a claim.

A policy taken out by the employer on a specific member (or members) of staff who is (are) critical to the continuation of the business. This can be on a Life only or Life & Critical Illness basis for the benefit of the employer.

A Tax efficient Life insurance policy for Limited company directors and their staff. An alternative for smaller companies who cannot benefit from a Group Life policy

Policies taken out by the employer for the benefit of their employees. Policies can include Group Life, Group Critical Illness, Group Income Protection and Group Private Medical Insurance.

Your insurance protects your investment. Our expert Advisers can guide you to arranging the most appropriate cover for single or multiple properties.

  • Covers available for Professional tenants, Local Authority, HMO’s
  • Single flats, blocks, houses and maisonettes
  • Include legal expenses and malicious damage by tenants

Our premiums are highly competitive from a broad range of A rated leading UK insurers

Speak to a specialist advisor today Lines open Monday – Friday 9am – 5pm
Calls from mobile phones will be charged at your provider’s standard rate. Calls made from Landlines charged at 2p p/m.

Mortgages

Residential or Buy to Let. First time buyer or existing home owner. Help to Buy. Low credit score. Irregular income. Equity Release. We can help with all types of mortgages and have access to the whole of the market
Speak to a specialist advisor today Lines open Monday – Friday 9am – 5pm
Calls from mobile phones will be charged at your provider’s standard rate. Calls made from Landlines charged at 2p p/m.

Savings and Investment

What is the right investment or savings vehicle for you? What is the most tax efficient way to invest? Do you require growth, income or maybe both? Do you want to invest a Lump sum or regular monthly amount?
  • Cash ISA
  • Stocks & Shares ISA
  • Investment Account
  • Bonds
Speak to a specialist advisor today Lines open Monday – Friday 9am – 5pm
Calls from mobile phones will be charged at your provider’s standard rate. Calls made from Landlines charged at 2p p/m.

Pensions

Whether you are looking to start a new pension, considering consolidating your pension or looking to take the benefits of your pensions seeking advice from a Financial Adviser is important. A Financial Adviser can take the time to understand your goals and objectives to make sure you invest the right amount into the right risk fund for you and in the most tax efficient manner.
Speak to a specialist advisor today Lines open Monday – Friday 9am – 5pm
Calls from mobile phones will be charged at your provider’s standard rate. Calls made from Landlines charged at 2p p/m.

Personal Protection

Term Life Insurance – Covers you for a fixed time period and pays out a cash lump sum to your family if you die while you’re covered.

Whole of Life Insurance – Gives you a lifelong cover with a guaranteed payout to your family on death.

To provide a tax free lump sum or a yearly income in the event of suffering a critical illness. This product could be suitable for anybody with an interest only or repayment mortgage. Equally suitable for anybody with financially dependent children.

Every UK adult needs a Will to ensure that their wishes upon death are honoured. Without a Will, the law decides who gets what, and this is rarely whom you would choose.

A Will is also essential if you own any property, have any assets or have children under 18 as it allows you to specifically make provision for all of these. For example, without a Will, the local authority will decide who looks after any Children. A Will ensures that the persons you wish to take care of them are called upon.

We can arrange Wills for anyone living in England or Wales quickly, efficiently and cost effectively over the telephone via our professional partners at Bespoke Wills.

Personal Accident Insurance can protect your income following an unexpected injury. Whilst the emotional distress may be difficult to plan for, a Personal Accident Insurance policy can protect you financially.

Who should consider Personal Accident Insurance?

If you are self-employed and especially have an outdoor active occupation where being incapacitated would mean you could not work, then you should strongly consider this cover.

Our leading insurers ensure premiums are highly competitive and cover is comprehensive.

A new innovation in personal insurance. Our excess protection cover puts an end to fears of making claims on high excess policies by ensuring you are reimbursed your main policy excess after making a claim.

Insure the excess for these policies:
  • Motor Insurance
  • Home Insurance
  • Private Medical Insurance
  • Travel Insurance
  • Pet Insurance

Tailor your Excess Protection Policy to suit your needs.

To provide a tax free income in the event of being unable to work due to accident or sickness.

Everyone’s health is different. Our comprehensive range of modular healthcare options put you in control of creating exactly the right policy for your needs.

Main areas of cover can include:

  • In-patient treatments
  • Day-patient treatments
  • Out-patient treatments
  • Optional cancer cover, including drugs not readily available on the NHS
  • Lifestyle choices, such as dental care

Speak to a specialist advisor today Lines open Monday – Friday 9am – 5pm
Calls from mobile phones will be charged at your provider’s standard rate. Calls made from Landlines charged at 2p p/m.

Pet Insurance

Simple underwriting, user friendly service and rapid claim payments.
  • A choice of three levels of Lifetime cover; Gold, Platinum and Diamond.
  • £2,000 to £10,000 of Illness and Injury cover.
  • Claims are paid directly to your vet, so you never have to worry about the bill.
  • Cover up to 3 months abroad.
Speak to a specialist advisor today Lines open Monday – Friday 9am – 5pm
Calls from mobile phones will be charged at your provider’s standard rate. Calls made from Landlines charged at 2p p/m.

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