Protection and Insurance

We can offer quotations from a select panel of first rate insurance companies. Our network Quilter Financial Planning Limited scour the market to find major insurance companies that meet their strict criteria to be included on their approved list. Finding the right solution is crucial. There are a bewildering number of different types of insurance policies with different levels of cover and features. We aim to find the exact one that suits your requirements.

Most people believe life insurance is more expensive than it really is. The earlier you start the cheaper it is.

Life insurance should be based on need rather than a rule of thumb calculation, like 10 times salary. This type of insurance pays out a lump sum/regular payments to your dependants should you pass away during the term of the contract. The cost of a policy is determined by a number of factors including your age, health and lifestyle. Having the correct type of insurance protection will ensure peace of mind for you and security for your loved ones.

There is a whole array of different life policies in the market and choosing the correct one is vital to ensure that it meets your needs and requirements. We can explain the reasons why a policy should be held in trust in sole names or joint names.

At Palantir Financial Planning Ltd we can find the most suitable policy for you.

At Palantir Financial Planning Ltd we use a 5 step process to understand which Policy would be most suitable.

The Financial Conduct Authority does not regulate taxation and trust advice.

We offer a free no obligation initial consultation in which you can have an open and honest conversation with an FCA Registered company to determine if we can assist with your future financial plans.