High-Net-Worth Planning

High-value and complex life cover

Substantial sums assured, sometimes placed across several insurers.

Large cases require financial justification, full medical underwriting and, above a certain level, co-insurance across more than one provider.

Preparation matters: valuations, accounts and medical history assembled in advance shorten what can otherwise be a long process.

Things worth considering

Detailed financial and medical underwriting should be expected
Timelines are longer than for standard applications
Trust arrangements are frequently considered alongside

Enquire about high-value and complex life cover

Tell us what you would like to protect or resolve. One named contact will read your enquiry personally and come back to you.

One dedicated point of contact
No call centres
Introductions handled discreetly
Serving Hampshire, West Sussex, Surrey and the Isle of Wight

Cromwell Associates coordinates enquiries and introduces clients to appropriately qualified specialists. We do not provide regulated financial, legal or tax advice, and submitting this form places you under no obligation.

Your enquiry is reviewed personally before any introduction is made.

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I agree that Cromwell Associates may contact me about this enquiry and, if I ask to be introduced, may pass my name and contact details to a suitable specialist for the service I have asked about. I have read the Privacy Notice.

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Please do not send medical details, account numbers or other sensitive information. Cromwell Associates is an enquiry and introduction service: it does not give advice, recommend policies or arrange cover. Insurance introductions are passed on by hand to a suitable specialist, and other services to an appropriate partner. Cromwell Associates may receive a referral payment if you go on to use a service.