Welcome to Well Financial
A trusted Adviser on Mortgage, Health & Life insurance solutions.
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With years of experience in the financial services industry, we understand the importance of seeking advice.
Let us help you navigate the complex world of Mortgages and Insurances, and deliver the best solutions unique to you.
At Well Financial, we are more than just a Mortgage and Protection Adviser, we are your partner in Financial Wellness.
Tailor Your FINANCIAL ADVICE
One-Size-Fits-All ADVICE Just Don't Cut It.
At Well Financial, we believe that getting financial advice is a lot like choosing a suit.
Sure, you could grab an off-the-peg option that's supposed to fit everyone, but will it really make you stand out in a crowd? We think not.
Just like a tailored suit, the advice you're given should fit you perfectly and make you feel confident in any situation. So why settle for anything less?
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Transforming Lives with Tailored Mortgage Options.
Discover the advantages of securing a mortgage, opening the door to various opportunities for home ownership, investment, and financial security. With mortgages specifically designed for:
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First-time buyers: Take the first step on the property ladder and say goodbye to renting.
Buying a home: Secure your dream property and start building equity.
Re-Mortgaging: Switch to a better mortgage deal or release funds for home improvements.
Buy to lets: Invest in rental properties to generate passive income.
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Your Home (or property) may be repossessed if you do not keep up repayments on your mortgage or any other debts secured on it. Some forms of Buy to Let mortgages are not regulated by the Financial Conduct Authority.
WELL PROTECTED
Life Insurance THAT Leaves a Lasting Impact on Your Loved Ones.
In the event of your unexpected death, life insurance can provide your loved ones with a lump sum payment that can help them pay for final expenses, pay off debts, and cover ongoing living expenses.
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Peace of mind: Knowing that your loved ones will be taken care of financially in the event of your death.
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WELL PROTECTED
Safeguard Your Future: Critical Illness COVER, Income PROTECTION, and Business Protection.
Experience peace of mind with solutions that secure your future, ensuring you're prepared for life's uncertainties. Embrace the value of having critical illness cover, income protection, and business protection in place:
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Critical Illness Cover: Safeguard yourself and your loved ones in the face of serious health issues. Gain access to financial support when you need it most, helping you focus on recovery and maintain your quality of life.
Income Protection: Preserve your financial stability even during unforeseen circumstances, such as illness or injury. Ensure a steady stream of income to cover your essential expenses and uphold your lifestyle during challenging times.
Business Protection: Protect your business and the people behind it. Ensure your company's financial stability, maintain operational continuity, and protect key personnel to keep your enterprise thriving even during unexpected events.
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WELL PROTECTED
With the Right MEDICAL INSURANCE, Great Things Can HappeN.
Get access to medical care when you need it most - no delays.
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Enjoy peace of mind knowing that you, your family, or your employees are protected.
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Gain the advantage of improved health outcomes through quicker diagnosis and treatment should you need it.
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The main thing is that Chris and Well care - they care about your business, they care about helping and they even step in when you need that little refresher on what your policy includes. Highly recommended!
We had Dan as our advisor. He was a beacon of knowledge and not pushy in anyway compared to the broker offered to us by the agent...and the best part is there was no fee!!!
He was fabulous. He listened to what I wanted to achieve, guided me through the info and provided me with a few options. He allowed me time to consider what I wanted - which I really appreciated
