Insurance and Financial Security
Planning you Financial Security through Personal Insurance, such as Life Cover, Critical Illness, Income Protection (PHI) or Private Health Insurance via a Chartered Financial Planner / IFA is essential. If you require specialist insurance, such as sports injury insurance for footballers, we will find you the most appropriate contract for you.
Why Zenith?
- We are Independent and Unbiased Chartered Financial Planners & IFA's
- We research the whole of market using specialist software that is not available to the public
- We fully assess your needs and requirements
- We discuss the use of Trusts and their benefits and features
Our process, analysis and research can often provide you with a more appropriate insurance at a lower cost.
We provide personal insurance and corporate policies.
PERSONAL
You may have cover through your employer, bank or life assurance company, however, there are many things to consider, not least "is it enough"?
CORPORATE
Whether you are seeking to establish partnership cover including double-option agreements or looking to protect your business by providing insurance for your employees, we can help.
We understand that cost is always important, this is the benefit of utilising our whole of market research to find a solution that suits your objectives and your budget.
Through our "SPI" approach, we will help you understand:
S - your current situation
P - the problems that may occur
I - the wider implications of those problems (such as what impact will a long term sickness have on your retirement planning)
We recommend that you compare existing policies that you may already have in place as the personal insurance market is in constant development, for example, you may find the cost of your life cover has reduced significantly since you started the plan.
If you have a policy set up through your bank, estate agent or tied life company representative, I would be very surprised if there is not a lower cost and more comprehensive policy available.
Alan Cox
APFS, AffSWW
Wills & Estate Planning
Visit our Wills and Estate Planning section to learn more about providing your family with financial security and reducing the effect of Inheritance Tax.
Have you considered effecting a new Lasting Power of Attorney, do you have an old style Enduring Power of Attorney, if so it's time to revisit this aspect of your estate planning.
Contact us for further assistance, we'll be glad to help:
Telephone (UK Landline rates apply):
05603 267 177
E.mail:
alancox@zenitham.co.uk
Address:
Acorn House
151 Sweetbriar Way
Cannock
WS12 2UL
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