Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Glyn White
General Insurance Adviser FPC 1 2 & 3 in Shepton Mallet
A little bit about Glyn
I worked at Lloyds Bank for 35 years, 25 of those as a financial adviser. During this time, I dealt with all aspects of financial planning, including investments, pensions, mortgages, and protection.
I am now a protection/general insurance adviser only.
Services
Protection
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
General Insurance
Home contents insurance, buildings insurance.
More about me
I work closely with my colleague Nicky Schurek so that together we can provide advice on all of our clients' financial planning needs.
I like to help my clients achieve their financial goals and keep in regular contact with them to ensure they succeed.
I am married with two grown-up sons. I enjoy playing cricket and love horse racing.
What to expect
In advising you, I follow a simple and trusted 3 step process:
1. Free intro call to understand your needs
We will arrange a time to talk about your goals and plans.
2. Personalised plan
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
3. On going check-ins, on your terms
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.