We pride ourselves on offering the highest levels of service and professionalism possible and it is this vital ingredient that has made us the success we are today.

We recognise that your Business is important to you and that it is your number one priority to protect it. With that in mind we make it our goal to guide you through the Business Protection options available to you to make sure that the option you choose is best suited to your
Business model.

Our advice is based not only on the UK’s leading sourcing software but also our broad industry knowledge and life assurance provider contacts.

What we will do for you

We will explain our services to you and give you a copy of our Initial Disclosure Document.

We will carry out a factfind on you in order to gather information on your financial circumstances but also to note your Business Protection needs and preferences. When making a Business Protection recommendation, we always consider the various options available to you.
We will make our recommendation to you both verbally and in writing. In addition to this we will provide you with a list of all other products that were discounted and an explation as to why they were unsuitable.

Provided you are happy and wish to proceed to application we will first of all issue you with a full personalised product recommendation letter. We will assist you in completing the application and ask you to approve it before submission.

Once the application has been submitted along with other relevant documentation we will monitor the case on a continual basis and keep you informed at all times as to the progress of the application.

Unexpected delays can sometimes occur. If they do we will reslove them as quickly and efficiently as possible.

Once your Business Protection terms have been issued we will read through them with you to make sure that the terms offered are those which you applied for and that you are happy to proceed.

When you entrust your personal information to us we will treat this information as private and confidential.

We may, from time to time, contact you about additional services which may be of interest to you. If you do not want us to do this please tell us.

We encourage feedback. If we have not met your expectations we would like you to tell us so that we may be given the opportunity to rectify the problem. Good feedback helps us stay focused but bad feedback enables us to learn from our mistakes and provide a better service.