Safeguarding you and your family
Seeking financial advice can help you to grow your wealth through investing and avoid paying more tax than necessary. But an equally important element of any good financial plan is making sure that wealth is protected.
Any questions that you have about personal insurance can be answered by our friendly, highly qualified team. They’ll really take the time to understand your circumstances, and help you put in place a solution that’s right for you and your loved ones.
Your questions, answered
Do I really need insurance in place?
The decision of whether or not to take out a protection plan is ultimately up to you. But we’d always recommend having at least some type of insurance, regardless of your level of wealth or family circumstances.
Safeguarding your wealth and ensuring your loved ones are provided for will give you peace of mind when you need it most. When you work with us, you’ll get a set of tailored recommendations that take into account your current position and future plans. You won’t even need to lift a finger, because we can set everything up on your behalf.
What types of insurance do I need?
The sheer number of protection providers and products on the market can make choosing the right one feel like an overwhelming task. The financial plan you’ll create with our expert help will make it easier to understand the best choices for you.
If you own a home and your family couldn’t keep up with mortgage payments if you die, it’s usually wise to get life insurance. You might also want critical illness cover or private medical care as a safety net if you’re seriously ill or need expensive medical treatment. We’ll guide you through every option.
Can’t I just find my own insurance?
Many good price comparison websites are available for people seeking insurance, and you can also go directly to big-name insurance providers yourself. But with so many options to choose from, there’s real benefit in getting support from an experienced professional.
Our advisers have spent many years helping people just like you to find the insurance solutions that meet their individual needs. And as a fully independent business, we can search the whole market, including little-known providers, to get you the best deal.
Why should I choose you to help me?
All our advisers have extensive and up-to-date qualifications, so you can feel confident that the guidance you’ll get from us will be sound. But we like to think that the thing that sets us apart from the crowd is our uniquely community-led approach.
Beesure is a family-run business, and our advisers form a close-knit team. That means we really care about looking after your money and helping you to succeed and find happiness. Choose us, and you’ll have a trusted partner you can count on for life.
of clients would recommend us to their friends, family or colleagues
of clients believe working with us has helped or will help them achieve their financial goals
of clients were very satisfied that we understood their needs and goals, with the remaining 12.50% of clients mostly satisfied
How it works
In our first meeting together, we’ll establish what your financial goals and aspirations are and gain an understanding of your current circumstances. If applicable, we’ll also determine how comfortable you are with risk.
Analysis & Research
We’ll take a deep dive into all of the information provided and the financial data available to us. By analysing this, we can begin planning a journey to help you reach your financial goals.
We’ll present our plan back to you in the form of a report. This detailed but easy-to-follow document will contain all our expert recommendations for achieving your aims.
Implementation & Reviews
If you agree with our recommendations, we’ll put your strategy into place. We’ll review your goals regularly, and tailor our ongoing support based on your preferences and unique needs.
You’ll find a wealth of information here in our dedicated home for insights and useful resources, regularly updated so you’re always in the loop.
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Get in touch
Make an enquiry and a member of our friendly team will contact you to discuss.