Our method is simple and built around developing a deep understanding of who you are and what’s important to you.
Research
We'll have a chat and also ask you to provide full and complete information about your personal situation, goals and risks.
Development
We've explained how personal insurance strategies work and got an understanding of your picture. Now it's time for us to go away and do some research to provide you with some options.
Facilitation
Once we've provided you with your options, we'll narrow down to one and agree on the strategy we're going to implement for you.
Iteration
Our advice is always documented and fully compliant. We'll present our advice to you formally and run through our strategy, any product recommendations (life insurers) associated with your strategy.
Research
When you agree to go ahead with your proposed personal insurance strategy, we'll submit any applications for cover that you require with the appropriate life insurers and see your application through to completion.
Development
Once we’ve got a clear picture of you and your world, it’s time to define what we need to protect, and how we’re going to do it. We'll do the research and present our findings, giving you all of the options you need to make the right decision.
Facilitation
After we've agreed on the best way to protect you, we'll present our findings and put your personal insurance strategy in place. Leave all the boring forms and paperwork to us, we make the process as easy and efficient as possible.
Iteration
Things change, and your need for protection changes with it. There’s no use having a strategy in place if it’s not reviewed regularly. We'll review your strategy regularly to ensure it remains in line with your current needs and make changes when necessary.