Life insurance advice

How can we help?

Life insurance and critical illness cover can be arranged at very little cost. Call for a free initial review of your situation and we will:

  • Look at any current life insurance policies you may have, including employer cover, to check if they offer value for money.
  • Check policies for inclusions, exclusions and other small print to make sure that when your family needs the money, the life insurance company pays out.
  • Avoid paying for expensive options that you don’t need
  • Get the right amount of life insurance cover – not too much or too little.
  • Use trusts, if appropriate, to ensure that life insurance pay-outs avoid inheritance tax – this can save thousands.
  • Perhaps most importantly, we will deal with the application process for you to make sure that no relevant information is missed. A small error now can mean years of premiums go to waste.

If you or you family have to make a life insurance claim in future we will be there to assist with the claim, and ensure that the insurance company meets their obligations.

Why choose Wendy Cochran Independent Financial Advice?

Wendy Cochran IFA is based near Dunfermline, Fife but helps clients across the UK. Wendy works closely with Matthew Harris, an Edinburgh and Fife based IFA, to provide a comprehensive professional service.

We make no charge for life insurance advice or arranging life insurance policies. We take pride in acting as your independent financial adviser, not as insurance salespeople. We will ensure you only have the cover you need. As IFAs we are not tied to any bank or insurance company, so will select the best product from across the market.

Get in touch for a free review of your life insurance needs and existing cover.

You may also be interested in our Trusts and Care advice page.

Independent life insurance advice, Dunfermline, Fife IFA

Regulated by the Financial Conduct Authority (FCA no. 603653). Free initial review.