What We Do

We can offer competitive whole of market advice on:-

What we can offer to you:-

Contact all enquiries within 12hours of receipt (except weekends)
Complete fact find for client needs
Full research from 'Whole of Market'
Gain client agreement with full disclosure
Complete application over the phone - so no form filling for client
Keep introducer and client fully informed of the application progress
On policy acceptance inform client and agree start date
Ensure policy documents are correct, send to client and inform introducer.
Trust documents completed where required or needed.
Where any other products are required or asked for, these will be referred back to the introducer.
Provide monthly introducer statements