Initial Conversation

We begin with an initial conversation and this is where we find out all about you, your goals and what is important to you in life. This tells us what is valuable to you that you may want to protect.

Statement of Advice

We can now put together a full Statement of Advices including quotes and recommendations that will be the best fit. We will then present this to you help you to decide the best insurance plan for you.

Application Process

Once you have decided on the insurance you would like to take, we will run through a full application. We then present this to insurance companies who will assess your application and then present you an offer of insurance.

You Are Now Covered

Once you accept this offer of insurance, you are now covered. We will make sure everything is set up correctly so that this process always runs smoothly if anything were to happen.

Ongoing Service

We don’t disappear once the insurance is in place. We plan to be your insurance Adviser for life. We can help with claims or unexpected issues and we will regularly review your cover.