General Insurance
As well as your loved ones, it’s important to take care of your possessions. There is very little that you cannot insure but for most of us the key insurances will be as follows –
- Home Insurance (Buildings &/or Contents)
- Motor Insurance (Cars, Motorcycles, Commercial)
- Private Medical Insurance
- Dental Plans
- Travel Insurance
- Pet Insurance
- Specialist Insurances such as Marine, Cycle, Caravan, Motor Sport, Adventure Sports.
We can also provide comprehensive Business and Commercial Insurance plans.
With all insurances, it is important to check what is and isn’t covered and make sure you are with a reputable insurer with a good record of paying claims..
Also See:
Your First Meeting is at our Expense
The briefing stage of our Wealth Architecture Program ( see our process chart here )
is an opportunity for us to get to know you better and for us both to assess if we would like to work together.
In this meeting we’ll help you get a better understanding of what financial issues you need to be considering.
We'll also simplify your financial future by busting through a lot of the jargon that exists in this profession.
And then we’ll quote a fixed price before moving to the next step, with no obligations.