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Working with Financial Documents

Your Insurance Review


With you every step of the way

Insurance Review

Your Insurance Review appointment has been booked. Your first appointment will take place on the telephone and will take approximately 30 minutes. Another appointment may be necessary. This is dependent on your existing arrangements and the level of research that your insurance specialist needs to undertake.


Let’s have a look at what will happen next.

Your Insurance Specialist will call you at the agreed time to gather further details and discuss your needs. Look out for your SMS confirmation.

We’ll send you a request to upload your existing insurance policy details if you haven’t already done so. This will give your advisor time before your appointment to assess.


Download our brochure to see what we will cover during our appointment.

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Happy Clients

I can’t fault the service I’ve received from Taylor Lucas Partnership. I enquired about wills for both my partner and I as well as a review of my current life insurance policy. Mark made an appointment to come and see me at home which was really appreciated (and increasingly rare). We set out the details and got the will in place as well as advising on some life insurance policies. Mark really took the time to understand my needs and gave great advice. For me, business is all about trust and I am in no doubt that I can trust Mark and Taylor Lucas. Thank you so much!
Steve D (West Midlands)
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With you every step of the way!
Contact us today to see how we can help you

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