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About Us

We strongly believe that we are professional and ethical in everything that we do.

To demonstrate this, all our brokers are fully professionally qualified, holding the Certificate in Mortgage Advice and Practice (CeMAP) qualification. We are also members of the Chartered Insurance Institute. (CII).

It is our objective to work with integrity, having skill, care and dilligence in all that we do and treating out customers fairly at all times.

We offer a free no obligation consultation which can take place in the comfort of your own home at a time to suit you. We fundamentally believe that face to face advice is the best you can get.

Our service involves having a first meeting with you where we complete a comprehensive fact find outlining your current financial situation, goals and objectives. This detailed information enables us to fully understand your personal circumstance and requirements, allowing us to carry out the neccesary research before presenting our recommendations at a second meeting.

Why use White Rose Financial Protection?

Thats a pretty good question!

With internet comparison sites now firmly established in the market, the broker is becoming something of a rare breed. However we believe that protecting your family, your life style and your business is a much bigger financial responsibility than simply obtaining a quote. Hence it is vital that you use a specialist broker.

We spend every working day in the financial services market and know one insurers criteria from another so you dont have to spend hours trawling the internet trying to find information. We are truly impartial and we will tell you about the important restrictions and exclusions relating to your policy. What you really need is the whole picture.

In addition to our impartial advice, we provide the full broker service free of charge including:-

  • Acting on your behalf and searching the market for the most appropriate cover.
  • Searching the market again at policy renewal to ensure that your premium remains competitive.
  • Giving you the opportunity to speak to us and ask questions before you purchase cover.
  • Providing assistance with claims and changes to your policy.
  • The reassurance that the person handling your needs understand the market and has relevent financial services experience.
  • Free advice on trusts.

 

HOW WE DO BUSINESS

Your free advice

The advice we give is free of charge and we are quite happy to provide advice face to face at a time to suit you.

 

Your free review

We will gather some relevant information from you in relation to your financial circumstances and your requirements and this information will be recorded on a Fact Find Document which is strictly private and confidential.

 

After we have gathered the required information, we will conduct some research before coming back to you with some recommendations to help meet your demands and needs.

 

Quote

GET A FREE QUOTE

To receive a quote for your protection we need to ask you a few questions.


CLIENT TESTIMONIAL

spacerWhite Rose Financial Protection, were very helpful in getting MJD Cleaning Services Ltd the cover we required for income protection insurance.

 

MJD Cleaning Services - South Yorkshire


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