Insurance Planning

 

Personal & Business Insurance Planning

You might say "How would I cover all that?" The answer is with insurance portfolio planning which our firm operates as standard practice. This is whereby we match up the appropriate insurance products to your needs and look at the cover required from a benefit, cost and tax efficient point of view.

Types of Insurances we offer

Financial Planner provides comparative quotations on the following insurance products. For a full quotation and information on any of the following insurance products please follow the links or inquire about the insurance product below.

 
 
 
 

Personal Insurance

How would you or your family survive financially, in the event of a serious accident or illness?

 
 
 

Insurance Service - Life, Car, Home & Mortgage Protection

With Insurance Planning, most people think they do not require certain insurance products, however, if you were to ask yourself how you or your family would survive financially if a key income earner:

  • Could not work due to a serious illness or Injury? or

  • Suffered a premature death or

  • Family members left with a large tax bill on death

 
 
 

Business

Insurance

It’s critical for businesses, to research the market to come up with the best product to suit your budget and requirements

 

Business Insurance

There are all types of insurance products on the market today and it can be very difficult to choose the right product to suit your requirements and budget; that is why it is important to make sure that when you purchase insurance, it is from an independent source who will take the time to establish your situation and requirements. Our Independent Professional Advisors will do the hard work for you by researching the market to come up with the best product to suit your budget and requirements.

 
 
 
 

Get in touch

Please use the form below to provide us with some additional information. Thank you.