It is important to regularly review your insurance
This is especially important if your circumstances have changed. We offer a complete review of your insurance cover looking at your total needs including business, personal, home and family recommending the best solution for you.
Our Review Process
1. Phone and Chat
This gives us a chance to talk over your current situation and fully understand your needs.
2. identify
Together we identify your immediate and future financial goals and we will help prioritise these with you.
3. analyse
We analyse your current financial situation and potential areas of concern should the unexpected happen.
4. report
We produce a report which outlines insurance recommendations based on your current circumstances and future needs.
5. implement
We assist you in completing application forms and applying for your chosen insurance cover.
6. review
We review your cover annually, or if your situation changes.