We protect what matters most
We protect what matters most
It's one of the most important things we can do, but it's also the most overlooked.
Here at Roman Financial we will help you accomplish your future financial protection goals every step of the way. Don't worry, we've got you covered.
Our financial advisor will look at your situation needs and goals and tailor make a suitable protection plan for you, your family and your business. Great news, there are no charges, all our advice is completely free.
We will search a limited panel of insurers to find the most adequate plan which is of great quality and great value. We know that needs change, therefore here at Roman Financial, our financial advisors will contact you regularly to support any changes
Level term life insurance covers you for a specific period of time, ranging from 10-30 years. This type of life insurance does not build cash value, and expires after the term is up.
A private medical insurance policy takes the stress away from waiting in NHS queues and allows you to choose how and when your care is provided.
A whole of life insurance policy ensures that your family will receive a lump sum when you die. This policy covers you for the whole of your life.
If you are unable to work due to illness or an accident, Income protection insurance will pay out to help you keep on top of your essential outgoings.
When you place a policy in trust, you are essentially handing over control of your policy to a trustee. It's the job of the appointed trustees to ensure that the benefit of the policy held within the trust goes to the named beneficiaries at a specific time.
If you are diagnosed with a specific serious medical condition which is covered on the plan, the plan will pay out the amount you're insured for to help cover any financial difficulty.
Please reach us at admin@romanfinancial.co.uk if you cannot find an answer to your question.
Yes! Great news, we do not charge for our services! All of our advice is completely free and tailored to you.
Yes! Contact our life insurance experts today and we will endeavour to help you plan your estate and protect your legacy.
No, you do not receive any money back. When your life insurance policy term ends, you stop making payments and your cover stops.
Sunnyside Offices, Whalley Road, Simonstone, BB12 7HN
Open today | 09:00 – 17:30 |
Monday - Friday: 9am - 5.30pm
Saturday: Closed
Sunday: Closed
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Roman Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. FCA 749251