What are the most important things in life? Many people would place family at the top of the list. We all know we need a financial plan to protect those we love. But how much cover is enough? And which policy to choose?
To help you decide, you can talk to one of our financial advisers. They’ll spend time getting to know your situation. Then they'll recommend a competitive policy that's right for you - from our hand-picked list of providers.
You can access investment advice by phone if you’re:
Our specialist advisers can provide personalised recommendations on 3 different types of cover:
Naturally, some terms, conditions and exclusions will apply. Please ask your adviser for more details.
The plans we recommend are sourced from a carefully-selected panel of providers, which includes HSBC. This means we can advise you on a much wider range of policies than those that are available to buy directly from our website.
Your adviser will discuss with you the types of policies we can recommend before you begin.
Our qualified advisers make personalised recommendations over the phone. Using screen-sharing technology, they can also show you information via your computer if you want them to.
We typically provide protection advice over a series of 3 phone calls – although this can be adapted to suit you.
You won’t pay a penny for receiving our protection advice – and you’re under no obligation to follow our recommendations.
If you decide to take out the recommended policy, you’ll pay for the cost of the policy and we’ll receive a commission from the protection provider. You’ll find details about this in the policy’s key features document.
To find out more about our Wealth Advice Centre or to book an appointment:
Accessible and affordable – how advice could pay for itself