I just need something changed
No appointment needed.
For the simple stuff just get in touch with the office.
We can usually sort it over the phone or via email
• Increasing or decreasing an existing payment
• Changing a direct debit or bank details
• Updating your contact details
• Asking a straightforward question
• Requesting a document or policy information
• Making a simple change to something you already have in place
It’s time for a review
Let’s take a proper look.
If it’s been a while since we last reviewed everything, or something has changed, it may be time to sit down and look at the bigger picture again.
This could include:
• A change in your salary or employment or your family circumstances
• A new mortgage or other financial commitments
• Reviewing your protection needs
• Reviewing your savings, pensions or AVCs
• Making sure what you have still suits where you are now
Looking for your Tax Relief Information?
Check your original email first.
When your policy was set up, we sent you an email with the information you need to claim your tax relief, including what to do and the relevant policy details.
That should be your first stop as everything you need is already there.
Can’t find the email? No problem. Get in touch with the office and we’ll help you from there.