At different times in our lives, we all have needs for different insurances to protect ourselves and our loved ones. Most people have many different insurances polices and a large amount of people do not know exactly what they are covered for until they need to claim.
As part of your financial review process, we can evaluate all your insurances, we will check if you are over insured and more importantly under insured. As people are busy most of the time, they set up their insurances and leave them with that company for years. This means that not only could they be paying too much for the insurances but we our life’s change so do the stability of an insurance. What we set up today is possibly not going to be what we need later in life.
The insurances we help with are:
- Life Insurance
- Health Insurance
- Critical illness
- Car Insurance
- Home Insurance
For a free insurance health check as part of a financial review please contact us here.
“Achieving your financial goals through the successful management of your finances”
We are satisfied with the service we received, they solved all of our questions and their recommendations were aligned to our current situation and goals. They proved different alternatives and were transparent about the benefits and specifications of each one.
July 24, 2022
Professional and customer centric service
May 1, 2022
I am very happy with the advice I have received from Monfort. All advice was given in a clear and understandable way.
May 1, 2022