What information will I need to provide to receive personal advice ?
To give effective advice we will need to collect information (in a Fact Find) about your:
- Personal details
- Family members
- Assets/liabilities
- Income/expenses
- State of health
- Current insurances
What advice will I receive?
You will receive a Statement of Advice setting out:
- Summary of your situation
- Your primary objectives
- Your Life Insurance Needs
- The scope of the advice
- Product Recommendations
- Remuneration Disclosure
- Action to Proceed
Get Personal Advice.....
If you need help determining your insurance needs and/or choosing a product Insurance Watch has experienced advisers who can provide you with personal advice on request.
What is Personal Advice?
Personal advice takes into account your personal objectives, financial situation and needs and provides recommendations on type of cover (eg Life, TPD, Trauma and income protection insurance), amount of cover and product selection. In order to provide effective personal advice an adviser needs to "know their client" so we ask that you complete our online Fact Find and provide some personal and financial information. After you have submitted your Fact Find an Insurance Watch adviser will contact you to discuss your options. This service is free and our 20% off new policies offer applies. To find out more about the services we offer read our Financial Services Guide.
Start Fact Find
Don't want to complete a Fact Find?
If you would prefer not to complete the Fact Find our advisers may be able to provide "limited" advice based on the personal details you choose to provide. However without a full analysis of your situation it is possible this advice may not meet all of your needs, objectives and financial situation, so you will need to determine if this is the case before proceeding.
To have an Insurance Watch adviser contact you please click below and provide your phone number and the best time to call.