Personal Protection Insurances & Trust Structure
Insurance is an essential part of financial management, which should be reviewed with any change of circumstances, not just when arranging a mortgage.
We arrange Insurance for our clients once we truly understand where their requirements sit, given their age & stage, risks and liabilities.
Life Insurance – a lump sum is paid upon the death of the insured party
Critical Illness – a lump sum is paid upon a diagnosis of an illness defined as critical. We also arrange insurances such as income protection and accident, sickness & unemployment.
Furthermore, we arrange for the appropriate policies to be placed in trust to ensure that when a claim is made, the proceeds are protected from forming part of an individuals estate.
Contact Us
Contact Us
Our Weybridge Office
Egerton House,
68 Baker Street,
Weybridge,
Surrey,
KT13 8AL
Our trusted partner Carbon FC (Oxford) Ltd. can be contacted at
Twining House,
294 Banbury Road
Summertown,
Oxford,
OX2 7ED
Our trusted partner Carbon
Cambridge Ltd. can be
contacted at
The Officers’ Mess
Royston Road
Duxford
Cambridgeshire, CB22 4QH
T: 07968852501 (Stuart)
T: 07919312222 (Rudi)
E: info@carbonfc.com