top of page

Have you ever thought about what life would be like if you become ill, lose your job or die? At Index Financial Services we can offer solutions to help give you financial support through tough times and even when you pass away. We use a panel that consists of the top UK insurers that provide a wide range of protection products from Life Insurance to Income Protection.

This is for information purposes only and should not be used to apply for any insurance policy or product

​

PLEASE BE AWARE THAT PRICES AND AMOUNTS OF ASSURANCE WILL DEPEND ON YOUR CURRENT HEALTH AND LIFESTYLE

 

WE (INDEX FINANCIAL SERVICES LTD) DOES NOT ACCEPT RESPONSIBILITY TO REJECTED CLAIMS FOR OUR WRITTEN POLICIES IF FALSE INFORMATION IS PROVIDED UPON APPLICATION

Protection

Our Process

 

Here at Index Financial Services, we can provide a number of different types of protection products which can help you and your loved ones.

 

These include: 

·     Level Term Assurance/Convertible Term  

·     Indexed Linked/Decreasing Assurance 

·     Critical Illness  

·     Income Protection Assurance 

·     Relevant Life Cover 

·     Whole of Life Assurance 

​

Our Process for finding the right Protection for you: 

·     Initial Consultation – We will arrange a time we can meet in person or online to discuss your needs. In this initial meeting, we will complete a fact find. This is a set of questions to help us understand what exactly you require. 

·     Our Research – After the initial consultation, we will take away all the information we gather to research the UK’s top insurers to find the best policy for you considering the benefits and price of each policy. 

·     Recommendations – Once we finish our research, we will present our findings for your consideration and any questions you may have. At this stage, we can review your needs to make sure that they still meet your intended requirements and make sure the policy is right for you.  

·     Application Process – Once you are 100% happy with the recommended policy, we can start the application. During this stage, the insurer will write to your doctor for a full medical record for them to assess your eligibility for the policy and price. It is imperative that the application and medical record is 100% correct and accurate, as if any false information is submitted, will make the policy void if/when a claim is made. 

​

Depending on your individual factors and needs, the type of insurance you need will differ.  

Correspondence Address

12 Hay Hill

Mayfair 

London W1J 8NR

Contact

0208 211 9000

If you wish to register a complaint, please write to Compliance Officer - Emmanouel Kontis, Index Financial Services Ltd,

12 Hay Hill, Mayfair, London, W1J 8NR or telephone 0208 211 9000.   

 

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567

​

Index Financial Services Ltd is an authorised credit broker and not a lender. We will receive commission from lenders. Different lenders pay different amounts depending on different commission models. For transparency we work with the following commission models: fixed fee, fixed rate of commission, percentage of the amount you borrow and rate for risk (this is based on the risk profile of the business). amend with the applicable/ appropriate commission models. Further details of the commission model, calculation and amount will be disclosed to you throughout your customer journey.

Index Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.

Financial Services Register No: 222570 http://www.fca.org.uk/register.

Index Financial Services Ltd Registered Address: 12 Gateway Mews, Ring Way, London, N11 2UT.

Registered in England & Wales, No. 03363388.

​

©2023 by Index Financial Services Ltd.

bottom of page