We’re here not only to help you buy your dream home, but to make sure you can keep it, no matter what happens. As you have taken a mortgage with an initial fixed rate of 5 years or more, it’s a while until your next mortgage review needs to take place.
Now is the time to complete your free Financial Protection Review to ensure you are always suitably covered.
This review will take around 30 minutes to complete with a Protection Specialist either via the phone or over Zoom. During this call, we will update your records and review any changes that may have occurred.
At the end of the call, your Protection Specialist will assess the information you have discussed and make a tailored recommendation to cover any shortfalls that have been identified. If there are no shortfalls, then your Adviser will be able to give you peace of mind that you are adequately covered.
Changes in employer, employee benefits, or salary can often leave customers paying for plans that no longer provide the required level of cover. Our free protection review identifies these issues and ensures we find a suitable plan that covers your current needs.
Changes in family circumstances can also mean that new plans may be relevant to you now, for example, Family Income Benefit can provide a monthly income to your family should you pass, at an affordable cost.
Please watch this short video which gives a brief explanation of the types of cover that will be considered during your appointment and what you should do to prepare.