Protection Advice with a personal touch

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Just had a life insurance review with the lovely Naomi – she was fantastic. Very thorough. I got a real sense of authenticity from her and felt she really cared about making sure she found the right product for me
Mrs C Hawke-Williams, Dumfriesshire – May 2022
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"She is fabulous at what she does and managed to save me money. She took the time to explain everything and answered all my questions thoroughly. It is definitely worth the chat. It's a massive sense of relief to know it's finally done."
Miss M Collin, Scottish Borders – Jan 2023
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"I got my income protection, critical illness and life insurance sorted today through Naomi - very professional, not pushy and an overall great experience. Thanks very much"
Mr J Watt, Cumbria – June 2022
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"Huge thanks to Naomi for her expert and professional support to get our life insurance sorted. Would definitely recommend her services if you are like us, and don’t know where to start/need some expert advice to work out what’s best for you and your family."
Mrs M Punton, East Sussex – Feb 2023
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"Naomi is amazing she explains all the complicated things in such a simple way that it allows you to be confident in making the right decision for you. She covers all budgets giving advice throughout and no question is a silly question I can’t recommend her enough!!! My advice is to book with her ASAP you won’t regret it!!"
Mrs N Little, Cumbria – June 2023
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"Cannot thank Naomi enough for getting my Life Insurance set up again, it wasn't easy due to my medical issues, but Naomi as kept me in the loop throughout and gone above and beyond to get me the best deal. She's definitely the best person to get you sorted, very knowledgeable and she doesn't give up making sure you are getting the best cover for your family"
Mrs J English, Cumbria – April 2023
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"I was recommended Niomi to provide life insurance through my ltd company. She took the time to go through the process and fully explain the pros / cons of each policy. This allowed us to find a policy that met my needs. I would not hesitate in recommending Saltire Financial ltd for business and personal insurance policies."
Mr N Allen, Cumbria – June 2023
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About

Saltire Financial are a protection specialist providing advice, bespoke services and solutions to clients looking for personal protection support or for small businesses through to large corporates looking to get the most comprehensive cover in place for their specific needs.

The needs of our clients are at the heart of our values. As our clients are continuously diversifying and evolving, Saltire Financial are here at every step of the way to make sure that your protection needs grow with you. Our job is to empower our clients and to confidently navigate through the process with clarity and purpose.

Trusted, bespoke and effective, we are passionate about delivering quality advice and solutions tailored exactly to what you and your business needs.

Services

Business Protection

Whether you’re a big corporation or a small business, we can help you with tailored solutions that meet your business needs in the eventuality of a shareholder/key person’s death, critical illness or sickness and/or injury.

Personal Protection

Personal protection is designed to protect a family's lifestyle and financial security by providing a sum of money in the event of the insured person's death, critical illness or sickness and/or injury.

Private Medical Insurance

Health insurance, often called private medical insurance, is an insurance policy that covers the costs of private healthcare, from diagnosis to treatment. This can be personal or business - You will pay a monthly subscription that covers all or some of the cost of treatment for acute conditions that develop after your health insurance policy has begun.

Mortgages

Referral to a well trusted mortgage adviser available. Your home may be repossessed if you do not keep up repayments on your mortgage.

We are not authorised to provide advice on Mortgages but can introduce you to a qualified third party.

Please note for these insurance products, terms and conditions apply. This information is a summary only. You will receive a full policy document upon application. This policy will set out the terms, conditions and limitations of cover provided under the plan.

The Process

Book an appointment

Speak to a specialist advisor at a time, which is convenient to you. This can be done in the comfort of your own home or virtually if it is more suitable.

The appointment

During the appointment a fact finding process is carried out and all information is gathered to ensure that the most appropriate recommendation is made for you based on the information, which is given to the adviser.

Advice & recommendation

Once we have a holistic view of your current situation, we will advise you on an appropriate recommendation based around your current needs and circumstances.

Application

Once you are happy with the recommendation an application will be sent off to the relevant providers. You will then be updated every step of the way until the process has been complete

Looking to get in touch?