Because we recognise that every client has unique risks and concerns, we work closely with a number of Private Clients Insurance firms that deal specifically with personal insurance and business risk.
These firms look to develop long-term relationships with our clients by providing simple, concise, and professional advice related to their insurance and risk management needs. Each of these specialist firms takes the time to find the right protection for you and will make sense of insurance in a way that means something to you.
For insurance business we offer products from a choice of insurers.
Experience matters. We spend time getting to know you, your risk appetite and, above all, what keeps you awake at night.
Each Private Clients Insurance firm offers a range of insurance solutions. If one firm can’t help, we’ll happily point you in the right direction of one that can. Once we establish there’s a ‘fit’, we start with your expectations and work up from there, ensuring known risks can be proactively managed or transferred.
When claims and milestone events occur, providers see at first-hand how a policy wording responds to an incident. This helps us build up knowledge, which is then fed into the design and negotiation of future insurance programmes.
Book your free initial financial services consultation today with one of our Mortgage & Protection Advisors.
At Rettie Financial Services we understand that everybody’s property journey is unique. That’s why we’re with you every step of the way. Whatever your mortgage, insurance or other financial needs, and however complex your challenges, we have the expertise and experience to provide a tailored service that will deliver for you.
Rettie Financial Services excels in speed, expertise and customer satisfaction. Our commitment to you extends beyond transactions, providing both financial and emotional support throughout your journey.
We bring a personal touch to every interaction, taking time to understand and address your unique financial requirements. No matter how complex and intricate your needs, we have the experience and knowledge to identify and deliver an innovative personal solution that’s right for you.
Our highly experienced Mortgage & Protection Advisors have a proud track record in delivering a supportive, quick and hassle-free service, evidenced by a constant stream of 5 star reviews from satisfied clients.
Rettie Financial Services Ltd is an appointed representative of Mortgage Advice Bureau Limited and Mortgage Advice Bureau (Derby) Limited which are authorised and regulated by the Financial Conduct Authority.
Rettie Financial Services Ltd. Registered Office Address: Deuchrie, Dunbar, East Lothian, United Kingdom, EH42 1TG. Registered in Scotland Number: SC711925.
There may be a fee for mortgage advice. The actual amount you pay will depend upon your circumstances. The fee is up to 1% but a typical fee is 0.3% of the amount borrowed.
For insurance business we offer products from a choice of insurers.
Your home may be repossessed if you do not keep up repayments on your mortgage.