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Personal Protection Review

Today is only today, of course tomorrow is unknown.

Our ‘Review Service’ does not require you to commit to decisions. It’s a process that helps you consider what is important to you. It can also trigger discussions on areas you may not have thought about or felt needed attention.

It’s the sensible approach to utilising our expertise to help you understand and take decisive action if required.
A typical review is an orderly checklist – like an MOT or service there is a certain way to conduct the review so that when completed you know you have covered all the bases.
Typical Review:

  • Discussing your current situation, arrangements, plans for the future and your concerns.
  • A look at your shortfalls.
  • Load testing protection shortfalls against personal what if scenarios.

To enable us to complete the above a fact find is required to be completed which should take no longer than 30 minutes.

Request details
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  5. I/we expressly consent to be contacted without prior notice or arrangement by using the contact details I/we have provided on the form and further consent that such contact may be in relation to (a) my/our mortgage arrangements and/or (b) other products and services
 

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