Rebecca Daly's Contact Details

Rebecca Daly's Company Details

Aegis Advisers

, England, United Kingdom • 30 Employees
Financial Services

Providing friendly and professional advice and services to both personal and business customers for a wide range of financial protection insurances, including:- critical illness cover- healthcare / medical insurance- income protection- life assurance cover- mortgage protectionWe are an insurance intermediary and act on behalf of clients – not insurers.We use our knowledge and understanding of non-investment insurance arrangements offered by a wide range of insurance product providers, based on a comprehensive analysis of the relevant financial protection market, to tailor solutions for our clients.Our commitment -We are committed to providing the highest possible levels of service to our customers, by exceeding client expectations in all aspects of administration, customer care and relations, and in providing the most appropriate advice to suit our clients' financial needs. Before providing you with any advice, we will take time to understand your circumstances, insurance and protection needs and requirements. All advice will be confirmed to you in writing.Our services -We offer an initial discussion, at our expense, without our or your obligation, where we will discuss with you your requirements. Should you then appoint us, we will advise and make a recommendation for you, after we have assessed your insurance needs.We provide advice and services to both personal clients and business clients. As part of our initial engagement process, we will establish with you whether you are seeking advice for your insurance and protection needs as a personal client or as a business client.Our regulatory status -Aegis Advisers is a trading name of Invicta Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) – FCA Number: 587095.