Services

Services

At Right Plan Financial Services we are firm believers in a fair deal for all. We are authorised and accredited to offer products from a wide range of leading insurance companies allowing us to find the right products to suit you.

Whenever you deal with us, we are dedicated to providing a service of the highest quality and strive to find you a great offer.

As a client of Right Plan Financial Services, we endeavour to take care of your insurance needs year on year taking away the headache of ringing around numerous different insurance companies, listening to 5 minutes of recorded messages,  answering the same questions over and over again and hopefully eliminating your risk of confusion so you know what your purchasing is right for you!

Personal Services

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Corporate Services

See all corporate services

Current insurance review:

Whether you’re up for renewal or not we can review your current policy to make sure your plan is suitable for you and advise you of what can be improved on now or at the renewal, ensuring that you are receiving the best and most cost-effective cover for your requirements.

Annual insurance review:

All our clients receive a bespoke personal service so we’ll review your policies annually so you save time and money.
We will review your needs with you to make sure any policies still do what you require and present all the options to you for your consideration.
Whether you choose to move or not, it’s entirely up to you and in the case of Private Medical Insurance we will only give you the option of moving if it is deemed safe for you to do so taking into account any recent medical issues and that you fully understand all the implications of any changes.

Medical insurance management:

Regardless of whether your initial cover was arranged through us, our team can provide a full, professional and efficient management service of your private medical insurance. From initial set up and renewals to changes to the policy and research into cover, we will use our expertise and knowledge of the industry to ensure you receive the best cover and service possible.