CONTRACTOR FINANCIAL HEALTH CHECK
Complete the form below to arrange a time for your FREE, no obligation, 360° review of your exposures & potential savings.
YOUR CONTACT DETAILS
IN PARTNERSHIP WITHThe 360° Review
Multiple phone calls? Just have one.
Hindsight is a wonderful thing, and if the year 2020 taught us anything it was to expect the unexpected. With this in mind, when was the last time you reviewed your financial health as a contractor? It's likely something that many of us planned to do but never got around to. But what happens if you leave it too late and the worst does happen? With 2 simple steps we carry out a full 360° review of your financial exposures, opportunities and potential savings, advising on how best to ensure you, your family and your home can be protected - all for free and with no obligation to proceed. The areas we focus on are:
- Mortgage Review
We have access to more than 12,000 mortgages from over 90 lenders, many at a better rate than going direct to the lender, ensuring you get the best deal possible for your circumstances.
- Protection Appraisal
We look to ensure that you, your family and your home remain protected if the worst happens. We have market leading products for; life insurance, critical illness, income protection, buildings & contents and more.
WE PLAY BY THE BOOK
There may be a fee for mortgage advice. The actual amount will depend on your circumstances but a typical fee is £650.