“Provides guaranteed peace of mind that your family is financially protected”
If the policy holder were to die, this type of protection policy provides a sum of money to their chosen beneficiary’s e.g. their wife or children.
Choosing the right type of life insurance, the amount of cover required and setting it into trust is equally as significant as finding the cheapest premium.
Our professionally qualified advisers are helping hundreds of clients every day to ensure:
| 1. You have the right policy in place | ||
| 2. You understand the policy, what you’re covered for and how much it pays out | ||
| 3. You have the most cost effective policy from trusted providers | ||
Let Simply Investment Ltd take the stress out of choosing the right Life Insurance and find a protection product tailored personally to you.
Speak to our helpful advisers on:
View our support guides:
They provide you with key information about life insurance. Already have a policy in place? Use these guides to ensure your existing policy has been set up effectively.
- Step 1
- Step 2
- Step 3
- Step 4
| Call: 01708 609730 Email: info@simplyinvestmentltd.co.uk |
A qualified adviser will be appointed personally to you. They will quickly determine how we can help and arrange a suitable time to discuss your options with you. |
Fully discuss your personal situation, either in person or by phone, whichever best suits you Your personal adviser will address your concerns, establish exactly what you need, then access our carefully selected panel of insurers to provide you with the best protection policy. A protection solution tailored to you is recommended. Your adviser will ensure you fully understand how the product benefits you and highlight the different stages of the application process should you decide to proceed.
Providing you are happy to proceed your adviser will handle the application from start to finish. This is key, your adviser has years of experience in completing such forms, preventing any mistakes and ensuring that in the event of a claim the policy is valid. Your adviser will liaise with the insurer and your local GP (if required) to progress your application efficiently. You will be kept fully informed through to completion and your dedicated adviser is on hand should you need to contact them throughout the entire process.
Once your mortgage has completed, our service doesn’t stop there. Your adviser will confirm your first mortgage payment date, the amount and any other relevant information. A questionnaire is completed to confirm your likes/dislikes as part of our commitment to listening to our clients and improving our service. You will receive a courtesy call every 6 months by our team to review your situation to identify any changes in your circumstances.
Simply Investment Ltd is a trading style of Simply Investment which is an appointed representative of Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial Services Authority. Intrinsic Mortgage Planning Limited is entered on the FSA Register under reference 440718
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Will writing is not regulated by the FSA.
Simply Investment Ltd 2009, Registered no: 06528590
Registered office: 150 STRAIGHT ROAD, ROMFORD, ESSEX, RM3 8AD
Registered in England & Wales