Individual

Protection
Savings
Critical Illness
Pensions
Income protection insurance
Private Medical Insurance
Dental Plan
Long-Term Care
Unemployment, Accident & Sickness
Selling Your Policy
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Business

Key Person Insurance
Partnerships
Directors' Share Protection
Company Medical insurance
Group life/income Schemes
Pensions
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Useful Information

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Personal identification
Protection Planning Questionairre
Budget Planner
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Information Request

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If you would like further details concerning our wide range of Independent Financial services, please complete this form by ticking the relevant box(es) to tell us which areas you are specifically interested in.

Tell us about yourself:
Title
First name
Surname
House name or number
Postcode
Email address
Telephone number
Is this number

Family Protection:

Making sure your family is financially secure in the event of your death
Making sure your family is financially secure in the event of your partner's death
Low cost life cover
Critical illness cover
How to mitigate Inheritance Tax liability
Extra security for loan or mortgage repayments
Regular income or a lump sum on ill health or disability

Investment:

Lump sum investment (with income facility)
Tax efficient savings
Regular, short and medium term savings for a 'rainy day'
Providing for school fees now or in the future
Saving for a specific event (e.g. wedding expenses)

Corporate Protection:

Offset the financial burden following the death of a business partner
Offset the company's loss of profit from death, disability or illness of a key employee
Employees' benefits: death benefits, pension, sick pay

Mortgages:

Methods of repaying your mortgage
Re-mortgaging
Using the equity in your property to create income

Personal Pensions:

Pension provisions
Protection for dependants
Effecting a New Stakeholder pension

Annuities:

Income provision on a regular basis

Long-term care:

Making sure care services are available in the event of disablement in old age
Making sure you're covered for hospital treatment in your old age
Making sure you have a regular income if you become disabled in your old age

 

 

 

 

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