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We appreciate that our clients may feel confident enough to choose their own Protection products or just want to set up an investement on their own without paying for advice meetings.

For these clients we have carefully crafted two online solutions.

Life Cover, Critical Illness Cover & Income Protection Plans

We offer an online portal for clients to quote for the above cover. The system will search the whole market to produce a list of suitable plans as well as the relevant price for your personal situation. Once you are happy with the quote you will receive a call to verify the information supplied and the relevant paperwork to complete in order to set up the plan.

We are here to help if you feel overwhelmed at any point through the online experience.

Please click this link to be taken to the online quotation system,

 

ISA & Taxed Investments

We offer an online non advised service for those clients who simply wish to save regularly into their Investment ISA or just want to save regularly. The online system will generate a report for you to read and help understand what you are setting up. It will also tell you if you shouldn;t be investing at all.

The system carefully moves you through the process of idenitfying what level of risk you are willing, need and able to take.

Once again, if you feel you need help, the system will allow you to ask for assistance at any time.

Please click here to be taken to the online system,