top of page


You have landed on this page because we have written to you about your Health Insurance renewal.  As you know it is in our interest to give you the best advice when it comes to your renewal, and for this we need to constantly update our details with your information so as to give you up to date reviews. 

Your health insurance company may not relay this key information to us directly and therefore we would need you to update us with your information immediately.  Please would you kindly complete the information so that we can update your records and advise accordingly.


If you would prefer to call us and discuss this confidentially then please feel free do so on 0208 207 7394.


Thank you again for continuing to use our award winning services.


The information requested by us is required to ensure that any product offered is appropriate to your personal circumstances. Failure to provide some information may lead to inappropriate advice/information being given. The information may be held on file and may help form the basis of future services.

*Our definition of smoker is someone who smokes or has, within the last 12 months, smoked cigarettes, cigars, tobacco or a pipe. 

This information is provided on the understanding that it will be used in strict confidence and that it places you under no obligation to take any suggested recommendations.

Periodically we issue information and newsletters to clients to keep them abreast of tax and product changes. 




We are registered under the Data Protection Act 1998 with the Information Commissioners Office.

Information provided by you may be held, processed, disclosed and used by ourselves, professional advisers and any associated companies in servicing our relationship with you. However, strict confidentiality will be maintained at all times.

It is understood that, unless you notify us otherwise, you agree to the storage, use and disclosure of such information. This information may be disclosed to third party insurers or companies in connection with in the course of providing our analysis and servicing of our relationship with you. You also agree that for the purposes described above your data may be transferred to countries outside the European Economic Area.

We may use and analyse your data, including the nature of your transactions, to provide you with information by post, telephone, fax or e-mail to service and update you, as well as informing you of new investment opportunities and contacting you in connection with your health insurance requirments. If you would prefer to be excluded from these services, please write to us at the company address on the contact page of this website.

bottom of page