Consultancy Service

Due to our experience in the insurance/pensions business and extensive knowledge in the life and disability area and commercial general insurance, we can provide you with a consultancy service in the following areas :

  • Analyse the current insurance cover that you have

  • See what improvements can be made and research the best options for you

  • Provide you with a set of quotations from the insurers that we deal with

  • Give you a full explanation of the insurance cover that you have and outline any potential area that you may not be currently insured

  • If you are about to take your pension and are unsure how to get the most of your pension and lump sum, we can advise on the best options available to you

  • To maximise Retirement Income and Lump Sum Available

  • To act on your behalf at your retirement age to ensure that you attain the highest benefits

  • If you have been declined or are paying more for your insurance on medical grounds, we can provide you advice and see if we can provide you with an alternative insurance cover

  • Review all your commercial business insurance

Our fees are outlined in our terms of business.

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