Your Personal Insurance Specialists

Why I’m Proud to be an Authorised Financial Adviser

Nicola Jones Photograph

As an AFA I am mandated to comply with higher competence and conduct standards;

  • I am monitored by the Financial Markets Authority, registered on the Financial Service Providers Register and belong to the Insurance Financial Services Ombudsman (IFSO)
  • I have a Code of Professional Conduct which sets out the minimum standards of competence, knowledge and skills, ethical behaviour and client care. It also specifies my continuing professional training.

At our first meeting I will;

  • Provide a Primary disclosure statement(s) before the service is provided which tells you about me and the services I provide
  • Provide a secondary disclosure statement that outlines the types of adviser services I provide, potential limitations of my advice, fees and any relevant conflicts of interest and finally details of how I am remunerated.

 

Click on to ‘Our Services’ page to understand what you can expect from making your initial appointment right through to making a claim.

Nicola Jones Insurance Offers:

Life Insurance

Income Protection Insurance

Critical Illness Insurance

Total and Permanent Disablement Insurance

Health Insurance

Mortgage Insurance

Key Person Insurance

Benefits Of Working With Nicola:

We work for you

 Personal Service

 Careful needs analysis

 Obligation-free quotes

 Competitive rates from financially reputable providers

 Ongoing monitoring and review

Access to all major insurance providers

Meet Nicola

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