We are a family run, UK based independent intermediary specialist with many years of UK & international market experience in Healthcare, Protection and Mortgages. We take pride in what we do and our ability to deliver quality and innovative Healthcare and Protection solutions for our clients.
Only by using a dedicated independent company like ours will you get unbiased, expert advice and continuous support to make sure that you and your family or employees have the best available solutions to suit your needs – whether that is a Bespoke Healthcare Contract, a full Employee Benefits package or guidance on your Mortgage.
We are here to help and guide you through the maze of products and recommend the most suitable pathway – from the start our advice is non-stop, we stick with you through any circumstance giving you the assistance you may need. We are never more than a phone call or email away always ready to help.
We set standards and service levels that other intermediaries look up to. Let us take the hard work and confusion away and give you assurance and peace of mind.
We assist and advise clients in the UK and abroad. Personal Healthcare/Financial Management will work with individual as well companies and within budgets to ensure there are no surprises. We provide free reviews at the annual renewal of your Healthcare policy, Protection policy or end of your fixed term mortgage.
Personal Healthcare/Financial Management offers a free claims service with all policies. Our team are well trained and can assist our clients in a claim situation using complete discretion and compassion.
The premiums you pay for your Healthcare, Protection, Employee Benefits Package or Mortgage are exactly the same as you going direct to an insurance provider or lender however, via our service; you reap the benefit of independent impartial advice and years of experience.