023 8025 4006
Welcome to Merdon Financial
Lifestyle & Business Protection Specialists
Our lives are all different and so are our protection needs.
Merdon Financials area of expertise is helping individuals, families and businesses protect themselves from many of life's eventualities.
We have a Service Culture – not a Sales Culture.
We Provide a full advice service where we:
- undertake an analysis of your current situation;
- understand your concerns and future aspirations;
- agree the monthly budget you can allocate to pay for your protection needs;
Only then do we start to develop your tailored solutions.
Lifestyle and Business Protection can be complex areas to work through. The most appropriate solution may require a range of products; which requires an understanding of the varying degrees of cover within a product range and how providers pay out on claims. Higher monthly premiums are not necessarily a good indicator of securing better cover.
Whether it be through Lifestyle Protection, Business Protection, Estate Planning or a combination of these; we have the expertise and knowledge to provide the right solutions.
A summary of the main areas.
Lifestyle Protection
A range of products providing cover for individuals and families which protects their assets and lifestyles.
Business Protection
As a business owner you will have considered insuring your tangible assets, undertaken contingency planning and even contemplated disaster recovery; but have you thought about protecting your other potential losses.
The options
Estate planning*
Why allow your home and hard earned assets to be lost, when some simple planning will ensure that they are fully protected so that your loved ones receive their rightful inheritance. Will Writing and estate planning is not regulated by the Financial Conduct Authority.