protect against the unexpectedIt's not just about what happens after you die
Events such as death, sudden illness and injury can have a dramatic impact on your finances. As such, insurance should play an important role in your plans for growing and preserving your wealth.
Our experienced team of insurance experts all have a technical background in financial planning making them the perfect partner for arranging insurance policies that complement your wider financial objectives.
Our expertise lies in knowing where to go in the market to find a policy that is appropriate for your circumstances.
Advice for complex insurance requirements
Our specialist service is designed to create a seamless, efficient journey for the client and their advisers, regardless of circumstances. With an in-house underwriter and dedicated private medical screening partner, our services are especially attractive to those previously declined insurance or with concerns in the following areas:
- Those looking for significant sums insured
- Issues with medical history
- Hazardous pursuits or occupations
- Extensive overseas travel patterns
- Non-UK residents or non-UK domiciled individuals with significant UK inheritance tax (IHT) exposure.
How can we help?
With long-standing relationships across an extensive network of insurers and reinsurers both domestically and internationally, we tailor policies to meet both the simple and more complex requirements of individuals and businesses.
We can manage your client’s insurance requirements, whatever their needs. Our service incorporates:
Advice on existing insurance policies
Arranging new insurance policies
Reviewing policies when circumstances change
Handling claims on behalf of clients.
What we do
Explore our services
Speak to us
Our website will give you a flavour of the advice we provide – if you would like to talk to us for more information, please contact one of team who will be happy to assist.
Ormond House, 26-27 Boswell Street, London, WC1N 3JZ
+44 (0) 20 7633 2222