High Net Worth Individual Criteria
Working alongside some of the UK's leading high net worth insurers, Alan & Thomas have taken care of the insurance needs of wealthy individuals for many years. We have developed a reputation as one of the most respected private client insurers in the country, and we strive to offer a personalised, professonal service to our customers.
A high net worth individual is generally described as anyone with a set amount of liquid assets, usually over a specific amount that can vary from insurer to insurer. As there is no set figure of how affluent an individual must be, different policies can be sourced to suit different requirements. We believe the most important factor regarding high net worth insurance is not the sale of the policy, but ensuring the customer understands how it benefits them and protects their most important possessions.
As a Chartered Insurance Broker, Alan & Thomas have vast experience creating bespoke insurance policies that protect a wide range of high value items, including fine art, antiques, property, aircraft, yachts, motor vehicles, jewellery and more.
Our highly trained advisors work with you to tailor a policy that meets your needs as an individual. As a specialist high net worth insurance broker, we can identify insurance policies that are vastly superior to any standard 'blanket cover' policies, creating a level of insurance cover that protects exactly what you need at an affordable price.
High net worth customers are a unique group of individuals that need to be treated as such, and Alan & Thomas take the time to understand your lifestyle, your occupation, along with your home and family life to create a policy that is tailored exactly to your needs.
Our private client insurance team can provide expert advice and guidance on a wide range of insurance products including high value homes, holiday homes, second homes, aircraft, yachts & motorboats, fine art, antiques & collectables, jewellery collections, including watches and engagement rings and private medical insurance.
Benefits of our Private Client Insurance include:
- Dedicated personal wealth expert to guide you through the process
- Free no obligation review and quotation
- Bespoke levels of cover tailored to your individual requirements
- Competitive premiums
- Underwritten by the UK's leading insurers
- Multi-policies available - one renewal, one premium
- Access to leading experts in fine art, antiques and jewellery valuations
- Dedicated in-house claims team who will deal with any claim on your behalf
For an informal discussion and a free quotation for your Private Client Insurance requirements, please call our team on 01202 754900 or complete the quote request form on this page and we will contact you.
About Alan & Thomas
Firmly established as one of the top 100 independent insurance brokers in the UK, we have been providing personalised insurance policies since 1975. Using a network of 37 independent brokers known as Brokerbility, our expert team can offer a local and personal service across the whole of the UK.
Chartered Insurance Brokers
Having been awarded the highly regarded title of "Chartered Insurance Broker" by the Chartered Insurance Institute (CII) back in 2007, we are currently the only independent broker in Dorset to have achieved this status.