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Why choose us?

We get paid differently to most advisers:

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In 2016 we started a new philosophy in our team where we changed all of our advisers from commission to salary.  We decided, just because something had been one way for a long time, does not mean that it has to stay that way. We also loved the idea that our advisers would not have to think about money and our clients did not have to worry about the adviser's motivation. Win-Win.

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Our team works for you:

 

The most important thing for us, and ultimately you, is that your individual needs are met, and we work in your best interest at all times. We will take you through our process, which will not leave you confused, but feeling glad that you did not put this off any longer and are now “sorted”.

 

Our dedicated claims support team:

 

We are one of the largest insurance brokerages in the Bay, and because of that, we are able to have support staff such as a claims team and manager that will help you when you really need it. It is our goal at Financial Independence to be there for you through all the stages of your life, not just at the point of sale.

 

Our 'no pressure' advisers:

 

It’s our advice, but it’s your decision. At Financial Independence we all work with a ‘no pressure’ sales philosophy. It is important to us as a company to always do the very best for our clients. We pride ourselves on giving excellent advice and then allowing you to make your own decision. We think of ourselves as being in the ‘service industry’ as opposed to the ‘sales industry’, which makes us different.

 

Our knowledgeable & experienced team:

 

It is our job as insurance advisers to keep up with all the latest products and new policy wordings. We make sure we understand the various options available on the market so that you do not have to do that work yourselves. Our understanding of the many insurance companies’ policies and procedures takes that burden away from you.

 

Our diverse people:

 

Our advisers work with a diverse range of clients, large business clients, start-up businesses, mums and dads, employed and self-employed. You will find us friendly and professional, and that what we value above all in our business is the people.

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