Property Wealth Insurance

One Policy! One Renewal! All Covered!

We specialise in providing advice, management and the arrangement of insurance to suit the needs of Private Clients.

Our aim is to reduce the number of separate insurance policies you have to deal with for your homes, collectables and motor insurance. Using Portfolio products, you will benefit from exceptional cover that cannot be purchased online and will reduce the amount of work you have to put in with fewer or no warranties that the majority of policies offered by high street brokers and Direct Insurers provide.

Our service is not transactional, meaning that your single point of contact will assess your actual needs no matter the size and our attentive approach will offer you the arrangement of additional services to take away your worries of under insurance and risk management which are often provided at no cost.

More cover:
One Policy for your home, properties and cars all with one renewal date
Worldwide cover for your contents
Agreed value for motor, jewellery and collections.
Family Fleet insurance
Long term agreements for peace of mind
No restrictive warranties
Long vacations without inhibiting terms
Comprehensive cover for all drivers of your car
Choose how claims are settled
Hobbies with hole-in-one and country pursuits
Holiday homes

Adding Value
Through getting closer to your individual needs, we provide our partner insurers with a better understanding of your lifestyle and in doing so are able to tailor a personalised solution with the right cover. We go a step further so that should the need arise, we can obtain a contribution towards risk improvements including valuations, leak detection
systems, alarms, safes, electrical inspections and vehicle trackers to name just a few.

*Contact us to see if you can benefit from a Portfolio Insurance policy