Our services
Practical advice and tailored support to help you, your family and your future.
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I will gather comprehensive personal and financial information from you and then analyse that information to help you identify all of your insurance needs, then recommend products from my provider list that are suitable for your situation. I recommend all my new clients undertake a full insurance review, regardless of whether they have existing insurance cover.
->AFS clients
This involves reviewing your personal situation to establish whether it has changed since your last full insurance review. If your personal situation has changed, I will assess whether your insurance needs have also changed and, if so, provide you with suitable recommendations to meet your changed needs.
->Guidance on structuring
If you have already identified your insurance needs and do not want to undertake a full insurance review, I can provide advice about specific products from my providers, including how to structure these products to best meet your needs.
->Assisting with implementation
If you do not require advice, I can act solely on your instructions to implement, amend or cancel your insurance cover at any time. You should be aware that by not seeking advice you could end up with cover that isn't suitable.
->Contact us
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