GENERALLY THE COST OF PROTECTION PRODUCTS HAS COME DOWN OVER THE LAST FEW YEARS.
THIS MEANS THAT THESE PRODUCTS HAVE BECOME MORE AFFORDABLE. WE HAVE NOTICED THAT IN SOME SITUATIONS WE COULD SAVE OUR CLIENTS MONEY OR IMPROVE THEIR COVER AT NO EXTRA COST
Some of the highlights of the products and services that we offer include:
- Day 1 Income Protection Insurance (this is ideal for employees who would only be in receipt of Statutory Sick Pay) this product is designed to protect a maximum of 65% of a client’s income.
- A very competitive panel of Insurers for Individual, Family & Business Protection.
- The ability to add Fracture cover to Life Insurance and/or Critical Illness Cover with one of our main insurers (this would provide a tax free cash lump sum on confirmation of a client fracturing a bone. Terms & conditions apply).
- Access to “Bupa Healthline” & “BestDoctors” as a FREE additional benefit with one of our main Insurers.
- £10,000 of FREE Life Insurance cover for new parents until their baby’s 1st birthday (No hidden costs or catches, just FREE cover. Applying only takes a few minutes).
- A FREE, no obligation review of a client’s financial situation including Insurances and General Insurances.
- Personal face to face advice from a local company with a relaxed pressure free approach.
- Private & Confidential personalised advice.
- The option for clients to receive advice in their own home or at our office in central Truro, during or after regular business hours.
- On-going client servicing and easy access to individual advice for all clients.

