Getting the right financial advice when you need it
Having expert support on hand can make a real difference when making financial decisions. That’s why we always encourage getting financial advice from qualified experts who can help you understand your options and choose what’s right for you.
Having expert support on hand can make a real difference when making financial decisions. That’s why we always encourage getting financial advice from qualified experts who can help you understand your options and choose what’s right for you.
Why speak to a financial adviser?
A financial adviser brings something technology alone can’t – real human understanding. They’ll take the time to talk through your needs, listen to your concerns and make sure the decision you make fits your lifestyle, budget and long-term plans.
Advisers can help you:
- Understand what’s available
- Work out what level of cover is right for you
- Tailor a policy to your personal situation
- Review your cover as life changes
Ultimately this provides reassurance, clarity and confidence – something only real conversations can offer.
So how does this work if you’re thinking about taking out a policy with us?
To take out a policy with us, you’ll need to speak to a financial adviser first. They’ll guide you through your options and help arrange your cover.
As a provider, we can’t offer financial advice, so getting expert support is the best way to make sure your policy meets your needs.
What if you don’t have a financial adviser?
Not to worry, we can help with that. Below there are some sites you can use to help you find one:
For life insurance or income protection
VouchedFor – search for verified financial advisers near you
For health insurance
amii – find specialist health insurance advisers.
Already have a policy with us?
Great! We’re glad to have you with us.
It’s important to keep in touch with your financial adviser once you have your policy in place. Life changes, so your cover might need to as well. Whether you’ve recently moved house, changed jobs, or welcomed a new family member, it’s important to regularly check if your cover still meets your needs.
Why advice matters
Everyone’s life looks different. A financial adviser can help shape a policy that covers you and what’s most important to you.
Remember, advice shouldn’t stop once you have your policy. Checking in regularly ensures your cover remains suitable as life changes.
It’s not just about getting the right product, it’s about feeling supported, informed, and confident in the decisions you make to protect your future.