Heritage Insurance Services was formed by industry specialists to offer everyone fee free initial advice on protecting the things most important to them - their family and their business. Now with over 12 years experience our aim is to offer outstanding value and security to all our customers and continue to grow as a company through recommendations.
Key Person or Key Man Insurance helps safeguard a business against potential financial loss, caused by a critical illness, terminal illness or from the death of one of the business's key people. Shareholder Protection Insurance is an insurance policy taken out by a company or businesses shareholder on their life, for the amount their shares in the business are worth.
Key Person or Key Man Insurance helps safeguard a business against potential financial loss, caused by a critical illness, terminal illness or from the death of one of the business's key people. Shareholder Protection Insurance is an insurance policy taken out by a company or businesses shareholder on their life, for the amount their shares in the business are worth.
Services
If you are a business owner or a company director, we can advise you how to best protect business, your family or even both, against a specified critical illness or worse still, death. The cover is available to you, another director, shareholder or a key member of staff.
We have built our reputation through offering customers the ongoing support and advice they require to ensure their business would still have financial security, and potential for growth if it was hit with the disruption caused by a serious or critical illness or even death of a Key Person.
We have built our reputation through offering customers the ongoing support and advice they require to ensure their business would still have financial security, and potential for growth if it was hit with the disruption caused by a serious or critical illness or even death of a Key Person.
Key Person or Key Man Insurance helps safeguard a business against potential financial loss, caused by a critical illness, terminal illness or from the death of one of the businesses key people. You can have cover for just death, which comes with a terminal illness at no extra cost or add Business Critical Illness Cover too.
Relevant Life Policy or Relevant Life Cover is a 'death in service benefit'. In simple terms it is a life insurance policy taken out by a company for an employee, which will pay out directly to the employee's beneficiary should they die whilst in employment. Relevant Life Policies have unique tax benefits because the insurance policy is paid for by the business on the behalf of the employee.
Shareholder Protection Insurance is an insurance policy taken out by a company or businesses shareholder on their life, for the amount their shares in the business are worth. These policies tend to be taken out by all shareholders within the company, with an agreement that the money from the policy payout is used to buy their shares from their loved ones.
Income Protection Insurance will provide you with a regular income if you are unable to work due to illness or disability until you are well enough to return to work, or until the end of the policy term. Shareholder Protection Insurance is an insurance policy taken out by a company or businesses shareholder on their life, for the amount their shares in the business are worth.
Reviews (10)
Paul Brayford - Paraboloidal
Dec 26, 2021
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Paul Hounsham
Dec 16, 2021
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Positive: Professionalism, Quality, Responsiveness
I dealt with Robb at Heritage Insurance and found him to be very professional and sympathetic to my previous medical history. It has not been easy to find life cover, but Robb has been successful in securing me a policy which is a huge weight lifted. I cannot recommend Robb and Heritage enough.
I dealt with Robb at Heritage Insurance and found him to be very professional and sympathetic to my previous medical history. It has not been easy to find life cover, but Robb has been successful in securing me a policy which is a huge weight lifted. I cannot recommend Robb and Heritage enough.
Peter Wilson
Oct 22, 2021
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Richard Chambers
Jul 26, 2021
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James Cummins
May 26, 2021
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Meg Weir
May 14, 2021
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Fraser Simpson
Mar 03, 2021
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Phil Graysmark
Feb 26, 2021
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Mark Wibberley
Jul 24, 2020
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Positive: Professionalism, Responsiveness
It took a while due to medical complications but Robb kept me totally up to date all along the way to arranging cover that gives me great peace of mind. Persistent in chasing the quotes and insurers, medical report and spot on communicating very professionally with me. Would thoroughly recommend as no 'hard sell' at all.
It took a while due to medical complications but Robb kept me totally up to date all along the way to arranging cover that gives me great peace of mind. Persistent in chasing the quotes and insurers, medical report and spot on communicating very professionally with me. Would thoroughly recommend as no 'hard sell' at all.
Brad Goddard
Jul 20, 2020
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Contacted Heritage and spoke to Dan telling him about a really good for life Insurance I got through the post. After a few questions he managed to get me a better deal with the same company. Dan gave me advice I wouldn’t have known about and got me a great deal, I’d
recommend anyone to use this company
recommend anyone to use this company
