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About Policy Healthcheck - Policy Healthcheck - Insurance for Personal & Business Customers
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About Policy Healthcheck

Find out more about the team & Policy Healthcheck

We’re here to make protection simple, personal, and built around you. Whether you’re looking to secure your family’s future or protect the business you’ve worked hard to build, we’ll help you put the right cover in place from the very beginning.

Our service is built on clarity and trust. We take the time to understand your needs, explain your options in plain language, and guide you through every step of the process. From life insurance and critical illness cover to private medical insurance, income protection and over 50’s plans, we offer a complete range of policies designed to give you confidence and peace of mind.

We also support businesses with tailored protection such as key person cover, shareholder protection and relevant life policies — because protecting your people is protecting your future.

Every policy we arrange is selected with care, based on your lifestyle, goals and budget. We believe it’s the detail that makes the difference. A well-chosen policy can provide vital financial support at the most difficult time, while a poorly matched one can lead to stress and disappointment when it matters most.

That’s why we also recommend placing life insurance policies into trust where appropriate, helping to ensure any payout goes directly to your loved ones without delay or complications during probate.

We’re not here to sell you something you don’t need. We’re here to help you get it right — so you can move forward knowing you’re properly protected.

WAYS WE HELP PROTECT YOU

See our range of services to help with your protection needs

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Life Insurance

Critical Illness

Private Health Cover

Income Protection

Whole of Life Cover

Over 50’s Plan

Relevant Life

Private Medical Cover

Key Man Protection

Shareholder Protection

Book an appointment to get your policy checked to ensure you are fully covered.

HOW THE PROCESS WORKS

See how we can help with your protection requirements

  • STEP 1APPOINTMENT

    Book your free appointment for a suitable date/time convenient for you. The appointment takes approx 45 minutes but can be extended at your request.

  • STEP 2
    CONFIRMATION

    Receive an email or a text confirming your appointment. Look out all your relevant paperwork of existing policies or contact your current provider for a copy to be sent out.

  • STEP 3
    ONSITE

    One of our financial advisers on arrival will provide proof of ID and give you a business card. From there, he/she will provide a free review of your policy and answer any relevant questions you have.

  • STEP 4
    OUTCOME

    Providing the outcome of the appointment we will either advise you to keep your existing policy in place OR help you put a new policy in place - all free of charge.

  • STEP 5
    PROTECTION

    When new policy documents arrive in the post, we can then help you put policy/policies into Trust (upon request), keeping you up-to-date of changes & upgrades to ensure you have the best level of protection.