ProAktive Private Client:
Our specialist Private Client Division was created to satisfy the needs of high net worth individuals whose lifestyle is worthy of a little extra insurance protection.
We recognise that time is valuable and offer a holistic solution to deal with all our clients insurance needs giving complete peace of mind. We passionately believe that the only way to look after our clients properly is by delivering a consistently high level of service, with discretion at the forefront. Understanding our client’s assets and lifestyle is paramount.
Through our close relationships with leading Private Client Insurers, we are able to provide bespoke policies with exceptional cover all managed by your own dedicated handler at Proaktive.
We were referred to a client who was incredibly busy running his own company and found his personal insurance a hassle as the renewal dates for his household, motor, travel and overseas insurance were spread throughout the year and he just didn’t have time to review them.
I went to see him, reviewed all the covers, arranged a free up to date jewellery valuation at his home, arranged an appraisal to ensure the building sum insured was correct and consolidated all the insurance onto one policy with one common renewal date.
The client was delighted that he now had one common renewal date and had the peace of mind that all the covers were correct in the event of a claim.