Beyond Insurance

What they can introduce you to

  • Inheritance tax and estate planning
  • Private medical insurance
  • Accountancy and tax
  • Business funding and commercial lending
  • Legal, HR and employment advice
  • Mortgages and Business Protection

How an introduction works

Speak to your personal client manager, or contact us using the details below. We’ll pass your details to The Finance Hub, who will talk through what you need and introduce you to a specialist firm.

You’re under no obligation to use any firm we introduce you to, and you’re free to seek your own adviser.

If you go on to take out a product or service through a firm you’re introduced to, we receive a share of the income that firm earns on the transaction. We’ll confirm the details at the point of introduction.