Our Appointment Promise
We take pride in the service we provide and our aim is to make sure that our customers have all the information and advice they require to make the right choices. Much of our business comes from recommendations from satisfied customers and we hope to add you to that list!
Here is what you can expect to be covered when we speak:
Understanding your needs and requirements.
Agree your budget
Protecting you, your home and your family
Our service commitment
Another important part of the service we provide, is to check if our customers have a Will, and to check whether their protection polices have been written in trust. Both are quick and easy to arrange, and can be easily explained if you would like further information.
To help me assess your protection requirements it would be helpful if you had to hand any details relating to;
- Any benefits from your employer e.g. death in service and sick pay
- The amount outstanding on your mortgage
- Any protection plans that you may already have alongside any we have put in place for you.