An expert in financial matters, a Financial Broker
provides services to both companies and individuals.
Services can include: personal financial planning, life
cover, serious illness cover, income protection, health
insurance, savings, investments, pensions, retirement
planning, business financial planning, inheritance tax
planning, mortgages and commercial finance. Financial
Brokers differ from Insurance Brokers whose services
typically include house insurance, car insurance and
With life insurance, you can make sure your family is protected even if the worst happens to you. It makes sense to take precautions against the financial impact of your death.
Income protection provides cover for periods of long absence from work due to accident or illness.
Specified illness cover pays a tax-free lump sum in the event you are diagnosed with a number of specified serious illnesses. There are over 40 such illnesses covered on a typical policy.
In most cases, mortgage protection is a legal requirement. Your Financial Broker can get you the best quality cover at the most competitive cost.
A Financial broker can advise on pension savings, company and personal, pension transfers and post retirement options (ARF’s and annuities). Your Financial Broker can advise on the best options for your particular circumstances.
A Financial Broker will help you navigate the complex minefield of investments to ensure you get an investment appropriate to your needs.
A mortgage is a loan required to finance the purchase of a property and allows individuals to buy a property now and pay for over an agreed term of usually 20-30 years.