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Insurance and Protection Policies Advice from Qualified IFAs in Horsham, Crawley & East Grinstead

Getting the right insurance and protection policies in place is not only an essential part of smart financial planning, but also offers you complete peace of mind.

We provide each client with individual and personalised advice to choose the most suitable plans for their needs. Protection policies generally fall in three categories: life assurance, critical illness cover and income protection.

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Life Assurance

Whether you are looking to cover a specific liability such as a mortgage or just looking for a policy to provide benefit for your dependents we can advise on and arrange a life policy for you. As an Independent Financial Adviser we can obtain a highly competitive premium for you for this cover.

The plan will have no cash in value at any time and will cease at the end of the term.  If premiums are not maintained, then cover will lapse.

Critical Illness Cover

Such policies will pay out in the event of you being diagnosed as suffering from one of a number of Critical Illnesses such as a Heart Attack or Cancer as defined by the Insurance Company. The illnesses covered can vary from insurer to insurer and therefore it is important to seek independent advice from Reeves Financial to ensure that you get the right policy.

The plan will have no cash in value at any time and will cease at the end of the term.  If premiums are not maintained, then cover will lapse.

The policy may not cover all definitions of a critical illness.  For definitions please refer to the Key Features and Policy Documents.

Income Protection Plans

We will advise and arrange suitable protection policies to provide you with an income should you be unable to work through accident, sickness or unemployment and we will source the best policy on the market for you.

We will also take into account:-

  • Any no claims benefit available
  • That your chosen occupation class is fully catered for
  • We can arrange for your benefits to increase each year
  • Cover is available to both Employed and Self Employed Individuals

The plan will have no cash in value at any time and will cease at the end of the term.  If premiums are not maintained, then cover will lapse.

Like to know more about our protection policies services?

Please fill in our simple contact form and we will get back to you as soon as possible.

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Adam Reeves

Author: Adam Reeves

DipPFS Cert CII (MP&ER) EFA
Independent Financial Planner, Wealth Manager, Director

Last updated on

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Adam was quick to assess & understand my situation, and was able to discuss & communicate in a very concise and simple way the various options available to me, taking time for me to understand and clarify where necessary. My understanding & knowledge of taxation & pensions has increased significantly allowing me to feel much happier making financial decisions for the future.

Rob – West Sussex

Adam and his team undertook in-depth research into our existing QROPS schemes and clearly set out both pros and cons of transferring the funds back to the UK. Having decided to go ahead with the transfer, Adam and his team worked extremely hard to facilitate the transfer. The QROPS pension trustees were not always the most professional or responsive organisation – however we were very grateful for the perseverance and commitment that Adam showed us as clients.

Jonathan – East Sussex

Adam offered a range of financial products , the one he suggested was affordable and proved to be a good choice.  Returns on investments have exceeded my expectations, based on Adam’s advice and guidance. Profits have enabled house improvements to take place.

David - Surrey

Adam arranged an appointment very timely, he explained his role and qualifications as an IFA giving me reassurance , we went through my retirement and investment goals. Adam discussed my options explaining in great detail, I felt relaxed during our discussions allowing me to fully understand my choices. I feel very confident in the financial advice allowing me to enjoy my retirement.

I was very happy with Adam’s recommendations and explanations of financial products which would suit my retirement goals, I feel this has helped me review and reduce my financial risk as I reach retirement, leaving me feeling confident that I can enjoy my retirement plans.

Ron – West Sussex

After initial meeting Adam put together a very detailed and thorough written plan. At our second meeting he went through the whole booklet and explained everything in layman’s terms which made it a lot easier to understand.

I am very happy with everything that was suggested and put in place especially with something as big and important as pensions. Adam and his team have taken a huge weight off my shoulders and I would highly recommend their services to anyone needing help with their financial planning and pension.  Adam couldn’t have been more helpful, and even came outside his normal area to meet me on a number of occasions.

Richard - Kent

Unfortunately I had to claim on my critical illness insurance due to my wife being ill and because of the sound advice Adam gave in acquiring this insurance we ended up being financially safe through a tough time.

Steve - Kent

Adam did a review of our financial situation, confirmed that Flexible Drawdown best suited our needs as a family, and then did all the research into the best product for us. He will continue to monitor it for me. He acted extremely promptly because we had a deadline for requiring the lump sum; went out of his way arranging meetings during non-office hours, was professional yet friendly and explained a difficult subject very well.

Clare – East Sussex

Adam did a thorough review of my pension policies, clearly explained how well they had performed, how flexible they were, how the market regulation has changed, and, crucially, what the tax implications would be if I were to leave them untouched. He accurately assessed my attitude to risk and recommended an up-to-date solution that will offer me the greatest flexibility at retirement.

Greg – East Sussex
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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 01/12/2023 at 11:00 PM
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