Secure the future for you and your family by calling Be Financially Secure for independent financial protection advice from our highly experienced financial adviser. An Independent Financial Adviser based in Henfield in West Sussex for over 30 years. We are not restricted by the Life and Comprehensive Critical Illness companies we can approach for you.
At Be Financially Secure, we have a simple price promise to all our valued clients. We offer only the most appropriate life protection that's right for you while getting you the best price available. There are many different Trust arrangements available all with different options. Our Financial Adviser and his team of experienced staff can assist with their completion in accordance with your instructions.
As a result, you can be sure that the correct provisions are in place without the hassle. A Trust can also avoid the sum assured from becoming part of your estate. This would mean that the monies were not liable for inheritance tax while also not being held in probate.
At Be Financially Secure, we have a simple price promise to all our valued clients. We offer only the most appropriate life protection that's right for you while getting you the best price available. There are many different Trust arrangements available all with different options. Our Financial Adviser and his team of experienced staff can assist with their completion in accordance with your instructions.
As a result, you can be sure that the correct provisions are in place without the hassle. A Trust can also avoid the sum assured from becoming part of your estate. This would mean that the monies were not liable for inheritance tax while also not being held in probate.
Services
We are able to offer totally independent protection advice and our services are not tied to any provider.
As a result, this means we can offer life policies from a very wide range of insurance providers.
Because of this you will receive the best solution for your needs while also being secure in the fact that we are constantly trying to get the best price for you.
All in all, whether it be non-investment Pure Protection, Comprehensive Critical Illness Policies or Permanent Health (Income Protection) Policies you can be sure that we will strive to get you the best cover.
As a result, this means we can offer life policies from a very wide range of insurance providers.
Because of this you will receive the best solution for your needs while also being secure in the fact that we are constantly trying to get the best price for you.
All in all, whether it be non-investment Pure Protection, Comprehensive Critical Illness Policies or Permanent Health (Income Protection) Policies you can be sure that we will strive to get you the best cover.
We are based in the beautiful village of Henfield in the West Sussex countryside.
Our staff are committed to providing you with quality service and financial advice that you can rely on.
We are completely independent from the providers we source and are therefore able to provide a wider range of options than some providers.
We compare all of the cover available from the major providers in order to get you the most comprehensive cover.
We also tailor our advice to your specific requirements.
We offer totally independent protection advice because we are not restricted to the Life and Comprehensive Critical Illness companies we can approach.
Our staff are committed to providing you with quality service and financial advice that you can rely on.
We are completely independent from the providers we source and are therefore able to provide a wider range of options than some providers.
We compare all of the cover available from the major providers in order to get you the most comprehensive cover.
We also tailor our advice to your specific requirements.
We offer totally independent protection advice because we are not restricted to the Life and Comprehensive Critical Illness companies we can approach.
Be Financially Secure are particularly proud to be part of the In-Partnership network.
We are able to meet FCA requirements as a result of the rigorous compliance support the network offers.
Support which is built upon sound technology which is designed to deliver evidence of good consumer outcomes.
In-Partnership also provide advisers with the ability to fully document the suitability of their recommendations and advice.
In-Partnership is a fast-growing network of over 500 investment, mortgage and protection advisers.
We are able to meet FCA requirements as a result of the rigorous compliance support the network offers.
Support which is built upon sound technology which is designed to deliver evidence of good consumer outcomes.
In-Partnership also provide advisers with the ability to fully document the suitability of their recommendations and advice.
In-Partnership is a fast-growing network of over 500 investment, mortgage and protection advisers.
Your needs can change over the years and protection policies, for the most part, can be altered to fit these needs.
A short term policy can protect against extra costs.
A key person policy can protect your business against the loss of a vital employee.
A protection policy can provide cover against certain situations.
We have listed some examples below.
Emma is the primary earner for her family.
The only debt they have is a mortgage.
She takes out Decreasing Term cover and Life and Critical Illness Protection Cover to protect their financial security.
A short term policy can protect against extra costs.
A key person policy can protect your business against the loss of a vital employee.
A protection policy can provide cover against certain situations.
We have listed some examples below.
Emma is the primary earner for her family.
The only debt they have is a mortgage.
She takes out Decreasing Term cover and Life and Critical Illness Protection Cover to protect their financial security.
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