- 01793 200 175
- office@crowoodfs.co.uk
- Crowood House, Gipsy Lane, Swindon, SN2 8YY
Jo & Paul were keen to put some insurances in place, so that they had peace of mind that their bills were covered should the worst happen.
Paul ran his own business, which had suffered during the pandemic, leading to him having to take new work.
Jo had some underlying medical problems, and both of these factors brough financial protection to the front of their minds.
By working with us as their financial adviser, we captured all relevant information about their circumstances, and spoke with a number of insurers to make sure we found the right fit for their circumstances.
This was especially important given Jo’s medical history, as not all insurers are happy to cover all conditions.
By using our close relationships with the insurers, we managed to secure the cover they needed on the best terms possible.
We arranged life insurance, critical illness cover and income protection for them both – ensuring that each other, as well as their children, were robustly covered whatever their futures bring for them.
The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.
If you wish to register a complaint, please write to richard@crowoodfs.co.uk or telephone 01793 200 175. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
