Once your Protection Review Appointment has been arranged, your first appointment will take place on the telephone and will take approximately 30 minutes. Another appointment may be necessary. This is dependent on your existing arrangements and the level of research that your insurance specialist needs to undertake.

 

Let’s have a look at what will happen next.

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Your Insurance Specialist will call you at the agreed time to gather further details and discuss your needs. Look out for your SMS confirmation.

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We’ll send you a request to complete a questionnaire and upload any existing insurance policy details. This will speed up your appointment and enable your advisor to spend more time discussing the things that really matter!

 

Download our brochure to see what we will cover during our appointment.