Why Choose Us?

Here at Coversure we always like to put our clients first for their insurance needs and this approach is different when it comes to other areas of your financial requirements.

We have partnered with an award winning local IFA & Financial Planning company who can provide and manage all of your financial requirements, whatever they are. With combined industry experience of over 40 years, they can offer a bespoke financial planning service dealing with individuals, families and businesses.

    • Providing personal face-to-face financial advice
    • Giving you the opportunity to review your financial affairs regularly
    • Effectively managing your investments via our distinctive approach
    • Keeping you informed of the latest news and any changes that might affect your personal situation
    • Listening to your feedback
    • Ensuring that our dealings with you are sensitive to your needs

The Services include:

» PENSION PLANNING
– whether you’re planning for your retirement or need to look at your company’s auto enrollment scheme, we understand it’s vital to start building a tax efficient fund. Contact us to go through our range pension plans and options.

» ASU (Accident, sickness and redundancy)
– we can arrange it so you can still maintain a level of income if you cannot work through injury or sickness or are made redundant.

» INHERITANCE TAX PLANNING
– we can help maximise your estate and make sure any taxes or duties are made as efficient as possible so you know you’ve still taken care of your loved ones.

» MORTGAGES
– it’s your biggest purchase so make sure you speak to the professionals to make sure your mortgage needs are looked after.

» LIFE INSURANCE
– leave your loved ones financially secure with our life insurance policies.

Call us on 0121 448 6914 of freephone 0800 308 1093 for more information or fill out the below form and we’ll get straight back to you.

Our IFA’s have an individual approach which has been proved by long standing relationships with clients from a variety of financial backgrounds. They have founded their business on traditional values such as service, value and integrity. They believe these are the essential cores of any financial relationship and will always keep clients aware of the most up-to-date information and opinions within the markets.

Contact Us

For advice on all aspects of financial services, please complete the below form:

Your Name (required)

Your Email (required)

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Any further information such as type of advice you require i.e. pension, investments, life insurance, mortgages etc.

Please note: The value of an investment will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.