020 7637 1606
info@ccibroking.co.uk
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Private Clients and Financial Services

 

 

Private Clients

 

As our private assets become greater, the need for more enhanced and bespoke personal insurance coverage increases.

 

Many standard insurance policies do not meet the needs of those individuals with increased wealth, that may have high value homes and contents, as well as fine art and jewellery collections, that have been acquired or inherited over a period of time.

 

As very few people are actually aware of the worth of all their belongings and it is increasingly easy to become under-insured, we are able to provide assistance in establishing the appropriate values to be insured and providing the most effective insurance policy for your needs.

 

This may include cover for your:


  • Buildings
  • Contents
  • Jewellery
  • Fine Art / Collections
  • Prestige Cars
  • Travel Insurance

 

We specialise in working with such private clients. We are always happy to review your current arrangements and make recommendations. We offer a highly personal service, regularly reviewing our clients’ current arrangements to ensure that they don’t experience any unnecessary surprises.

 

 

 

Financial Services

 

Planning for future security and investment growth, as with many things in life, is becoming an increasingly complex area.

 

Financial Advisers will make things simple, outlining all the options available so you can make those important decisions about your business and personal life based on clear, uncomplicated information.

 

They can help you achieve your financial and lifestyle objectives in the most effective way.

 

Typical areas covered can include:

 

  • Estate and Inheritance Tax Planning *
  • Flexible Benefits
  • Group Healthcare and Risk Benefits
  • Group Pensions *
  • Individual Pensions Planning *
  • Protection Planning
  • Savings and Investment Planning *

 

There are many sources from which you can obtain information / assistance in relation to your Financial Planning.

 

The following is a useful free link for financial health checks and calculators:


www.moneymadeclear.fsa.gov.uk

 

* Please note that CCI Broking Limited are not authorised to provide investment advice but we can arrange for an Independent Financial Adviser to contact you to provide impartial advice in these areas.

Testimonials

Fashion Retailer -

 

"The Financial Adviser that CCI introduced us to proved their worth to our company by supplying us with detailed and informative advice, enabling us to make the correct decisions for our company's and employees needs".