Your Protection PlanOur independent and comprehensive protection review service is the best way to secure your finances.
Establish the right type of cover.
Find the best provider for your needs.
Obtain an affordable price.
With independent and impartial advice.
Offering access to the whole marketplace.
An independent 7-step advice process to ensure you obtain the right type of cover, with the best provider, at an affordable price.
The steps taken are as follows:
Step 1: We have a personal discussion of your needs and priorities. This usually occurs via Teams/Zoom/Telephone.
Step 2: Appraisal of your financial position to learn about what you own and what you owe, get to grips with your cash flow and understand the areas where cover could be needed.
Step 3: Complete a review of your existing employment benefits and protection policies already in place. I find that many people pay for duplicate cover and then leave gaps elsewhere. Many also rely on employment benefits and then change jobs and lose these benefits when they are older (and insurance is more expensive and difficult to put in place).
Step 4: Undertake independent research to select the most appropriate type of cover, amount of cover, with the best provider, and at the most cost-effective price.
Step 5: Present and explain your options so you understand the proposals.
Step 6: Confirm the recommended solutions in your own personal written report to back-up the understanding you have already gained and to fully outline the important features of the policy.
Step 7: Full assistance with completing the application and underwriting process until your risk is accepted by your chosen provider and your policy goes live.
All of the above steps can be provided without any direct upfront charge to you. I would be paid directly via the respective insurance providers for placing business with them and therefore there is no obligation to start this advice process. The cost of my advice and expertise is built into the regular monthly premiums.
A quick summary of the 7-step process:
1. Personal discussion about you and your family or business.
2. Appraisal of your financial position.
3. Review existing employment benefits and protection policies.
4. Complete independent research.
5. Present and explain proposals.
6. Provide written report.
7. Help you apply for cover.
Start the process to finding the right cover, with the best provider, at an affordable price today. Get in touch.
Mark Underdown | DipPFS, CeMap, IMC
Financial Planning Consultant
The website ProtectYourWealth.co.uk is intended to provide information and education about protection planning.
If you would like me to provide independent financial advice, then I provide this through a company regulated by the FCA.
This will be provided by me, Mark Underdown, acting as a regulated and Independent Financial Adviser with Paragon Independent Financial Advisers.
Paragon Independent Financial Advisers is a trading style of Paragon Independent Limited. Paragon Independent Limited is authorised and regulated by the Financial Conduct Authority (FCA) and entered on the FCA register under reference number 440589.
Get in touch with me today for a personal review.
Call: 07901 578 462
Or complete the enquiry form below.