We provide financial advice to personal clients and corporate clients on a range of protection and insurance products. We also specialise in residential and buy-to-let mortgages. We start by finding out a little about you and your mortgage or insurance goals so we can give you the best solution. We are happy to meet with you at your home, our offices or liaise with you by telephone and email.
Independent unbiased advice for mortgages and insurance products. We work with a number of lenders and providers who are able to offer a range of products and exclusive rates to suit you. We like to keep it simple. Our friendly team give clear advice and great service, we remove the fuss and make it easy for you to get the right deal.
Independent unbiased advice for mortgages and insurance products. We work with a number of lenders and providers who are able to offer a range of products and exclusive rates to suit you. We like to keep it simple. Our friendly team give clear advice and great service, we remove the fuss and make it easy for you to get the right deal.
Services
About Us
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At Covertree Financial Services we specialise in residential and buy-to-let mortgages. We provide financial advice to individuals and corporate clients on a range of protection products and insurance products. At Covertree Financial Services, our mission is to deliver a better financial future for our clients, for their home, their family, their work.
Business Protection
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Companies don't think twice about protecting the assets of their business. But what about the most important asset - the key people that make it run smoothly day-to-day? A tax-efficient way for small businesses to offer death-in-service benefits to employees and salaried directors. Provides a financial safety net if a key member of the business dies or is diagnosed with a critical illness.
Income Protection
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Accidents and illnesses happen. They are facts of life. But what would happen if you were unable to work? Your employer's sick pay may only cover you for a few months at best. If you are self-employed, will you be able to support yourself, if you are unable to work? So what happens to the bills, the mortgage - and everything else that your income used to cover?
Life Insurance
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Life insurance is a type of policy that pays out a sum of money to your dependants if you die. Your partner, your children or anyone else who depends on you financially could be a dependant. The cost of life insurance will depend on several factors, such as your age, lifestyle and health.
Life insurance gives you peace of mind that any financial commitments you have - including your mortgage, childcare costs or funeral expenses - are taken care of when you're not around.Leave a lump sum for your family to pay off the mortgage and other financial commitments, if you were to pass away.
Life insurance gives you peace of mind that any financial commitments you have - including your mortgage, childcare costs or funeral expenses - are taken care of when you're not around.Leave a lump sum for your family to pay off the mortgage and other financial commitments, if you were to pass away.
Critical Illness
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Critical illness cover is a type of life insurance policy that offers protection in the event of a being diagnosed with a serious illness or suffering an injury. If you unfortunately suffer from a specific illness or injury, a pay-out is made by the insurer as a lump-sum, which can be tax-free. A critical illness can include heart attacks, strokes and non-terminal cancer.
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