Insurance Advice
Get the peace of mind that comes from insuring your home, life, or income. We are here to help you choose the right type of insurance to suit you.
Click on one of the insurance products below to find out how we can help you find the right home or personal insurance for your unique circumstances.
Home Insurance
We can advise you on a range of Buildings and Contents insurance products as well as specific Landlords insurance.
Personal Insurance
We can advise you on a range of Life insurance, Critical Illness, Income Protection and Family Income Benefit products.
More than just insurance advice
One of the best parts of our job is understanding what makes our clients tick. We can then find them the best financial solutions to realise their dreams while still having peace of mind.
Our insurance advice is designed to provide that peace of mind. When you work with us you will feel informed and empowered to make the best insurance decisions for your life plans, and on top of that, we’ll also take care of the whole application process for you!
“Shannon was very accommodating – even meeting us at a time that suited us and spent huge amounts of time finding the right solution for us.” (Feb ’23)
How does it work?
The beauty of working with a financial adviser is that everything is done for you:
1. Get in touch
Fill out our contact form or send us an email and we can arrange a no obligation discovery call to find out more about what you’re looking for.
2. Information Gathering
First we’ll ask for key information about you, your plans and your budget so we can understand what is important to you.
3. Full review
With your priorities and needs taken into consideration, we will research the market and make a recommendation of the type of cover you should put in place. There is no obligation to proceed with any cover that’s recommended but we want to ensure you have the right information so you can make an informed decision.
We understand that cost is a significant factor so if something is too expensive, we can work with you and your budget to find the right cover that meets your needs but is comfortably affordable.
4. We take care of everything
Once you’ve decided which insurance you want to take out, you can put your feet up and let us take care of everything from start to finish, ensuring forms are completed properly and all the relevant documentation is supplied on time.
“We never felt that we couldn’t ask more questions, which was really important for us as we both are not very clued up with financial matters” (Feb ’23)
Get in touch
We’re here to help with any questions you might have about our services. Send us an email, pick up the phone or fill out our contact form. We look forward to hearing from you.
Personal information will be treated as confidential by us and held in accordance with GDPR May 2018 requirements. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.