Whether our first contact is by email or phone, we’ll explain our easy process to find a solution for you. Our first step is to chat through your circumstances and then send you a brief questionnaire that allows us to start a detailed review to determine what cover is needed to best suit your current financial situation.
An experienced adviser can then visit you at home, at work, or, as with our many clients throughout the UK we can explain options over the phone & online, making the process of finding cover simple and efficient.
Following our initial consultation, we’ll take the information you have provided and find a suitable cover solution for your needs and budget, this could include replacing or augmenting any existing policies you have, with more up-to-date aspects of cover that offer better features & policy definitions
We understand that everyone’s situation is different. Once we’ve had the opportunity to discuss your particular needs and circumstances, we’ll then research options and present our recommendation via a bespoke package of products we have designed for you.
If after our free financial review, your existing protection policies are fit for purpose, we will be happy to clarify that for you and then refer you, if need be, to our trusted expert colleagues* that could round off your protection by advising you on any of the following:
*Third party colleagues may charge a fee for their services.
Vereco Financial Protection Limited nor PRIMIS Mortgage Network are responsible for the advice received
Remember: Vereco Financial Protection do not charge a fee for our consultation & advice.
As mentioned in the first ‘What Happens Next?’ section, we can refer you to the trusted colleagues we work with who are experts in the field of all things mortgage-related.
While we at Vereco Financial Protection charge no fees for our Specialist Protection advice, there may be a broker fee charged by the Mortgage adviser* – you will be made well aware of this before moving forward.
* Mortgage services are referred to a third party. Vereco Financial Protection Limited nor PRIMIS Mortgage Network are responsible for the advice received.
As mentioned in the first ‘What Happens Next?’ section, we can refer you to the trusted colleagues we work with who are fully qualified IFAs & experts in the field of Pensions & Investments.
While we at Vereco Financial Protection charge no fees for our Specialist Protection advice, there may be a fee charged by the IFA Firm*– you will be made well aware of this before moving forward.
* IFA services are referred to a third party. Vereco Financial Protection Limited nor PRIMIS Mortgage Network are responsible for the advice received.
As mentioned in the first ‘What Happens Next?’ section, we can refer you to the trusted colleagues we work with who are experts in the field of Wills, Trusts, Power Of Attorney & Estate Planning.
While we at Vereco Financial Protection charge no fees for our Specialist Protection advice, there may be a fee charged by the Inheritance Planning Firm* – you will be made well aware of this before moving forward.
* Inheritance Planning services are referred to a third party. Vereco Financial Protection Limited nor PRIMIS Mortgage Network are responsible for the advice received.
Yes! Lots of them! It’s really important to us that you are clear on what we are discussing and comfortable with any plans we agree, so please, at any point, ask away!
Registered Address: Suite 2/3, 48 West George Street, Glasgow, G2 1BP
Registered in Scotland | Company Number: SC592892