Services offered

  • Range of Insurers
  • Review of current plans at no cost
  • Personal, family, mortgage and business protection needs
  • Income Protection, Life, Terminal Illness, Private Medical Insurance cover for personal needs, mortgages, family (lump sum and income)
  • Gift Inter Vivos policies in relation to Inheritance Tax planning
  • Keyman, Shareholder Protection, Loan Protection for businesses
  • Relevant Life Plans
  • Group Income, Life Cover and Private Medical Insurance
  • Advice on placing policies in trust where appropriate, free of charge where new policy is being arranged. Fee charged for existing plans.
  • Referral for all general insurance needs, such as accident, sickness and unemployment, buildings and contents, as well as other specialist insurances
  • Liaising with professionals, such as accountants and solicitors in relation to appropriate plans in relation to Wills and Business Protection

Contact us for further information.