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Life Insurance Agencies, Income Protection Insurances

Heritage Insurance Services

Heritage Insurance Services is a reputable insurance company based in Portsmouth, England. They specialize in providing income protection insurances and life insurance agencies to their clients. With a strong commitment to customer satisfaction, Heritage Insurance Services offers comprehensive insurance solutions that meet the unique needs of their clients. Whether you are looking for personal or business insurance, Heritage Insurance Services has got you covered. Contact them today to learn more about their insurance offerings.

Introduction to Heritage Insurance Services

Heritage Insurance Services is a trusted insurance agency based in Portsmouth, England. Established in 2002, the company has been providing top-notch insurance products and services to the community for nearly two decades. What makes Heritage Insurance Services unique is their commitment to providing personalized and tailored insurance solutions to meet the specific needs of their clients.

Services & products

Heritage Insurance Services specializes in income protection insurances and life insurance agencies. Their services include income protection insurance, life insurance, critical illness cover, and key person insurance. They work with a range of insurance providers to ensure that their clients get the best possible coverage for their needs.

Location

Located in Suite 121, 5 Charter House, Lord Montgomery Way, Portsmouth PO1 2SN, customers can expect to find a range of businesses in the area, including other financial services companies and professional services. The area is easily accessible by public transportation, with the nearest bus stop just a few minutes' walk away. The closest public transportation options include the Portsmouth & Southsea train station (0.3 miles), the Portsmouth Harbour train station (0.6 miles), and the Portsmouth Hard bus station (0.4 miles).

Benefits

Customers should choose Heritage Insurance Services because of their commitment to providing personalized insurance solutions. They take the time to understand their clients' needs and tailor their services accordingly. Additionally, they work with a range of insurance providers to ensure that their clients get the best possible coverage at a competitive price.

Good to know

Customers should be aware that Heritage Insurance Services is an independent insurance agency and does not have any affiliations with specific insurance providers. This means that they are able to provide unbiased advice and recommendations to their clients.

Reviews

Customers have praised Heritage Insurance Services for their excellent customer service and personalized approach. They appreciate that the company takes the time to understand their needs and provides tailored solutions. Overall, customers feel that Heritage Insurance Services is a trustworthy and reliable insurance agency.

Amenities

  • amenity
    online quote
  • amenity
    phone consultation
  • amenity
    financial advice
  • amenity
    tailored plan
  • amenity
    flexible payment options
  • amenity
    automatic renewal
  • amenity
    accident cover
  • amenity
    disability cover
  • amenity
    illness cover
  • amenity
    redundancy cover
  • amenity
    death cover
  • amenity
    repayment cover
  • amenity
    injury cover
  • amenity
    hospitalization cover
  • amenity
    free consultation
  • amenity
    online quotes
  • amenity
    financial planning
  • amenity
    life insurance policies
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    disability insurance
  • amenity
    long-term care insurance
  • amenity
    group insurance
  • amenity
    estate planning

FAQ

How much coverage do we need?

The amount of coverage needed depends on various factors such as your income, expenses, debts, and financial goals. We recommend speaking with one of our agents to determine the appropriate coverage amount for your individual needs.

What are the premiums for your policies?

Premiums for our policies vary based on the type of coverage and the coverage amount. We offer competitive rates and flexible payment options to fit your budget. Contact us to receive a personalized quote.

What happens if we miss a payment or stop paying altogether?

If you miss a payment or stop paying altogether, your policy may lapse or be cancelled. It is important to communicate with us if you are experiencing financial hardship so we can work with you to find a solution to keep your coverage in place.

Are there any waiting periods before we can make a claim on our income protection insurance?

Yes, most income protection insurance policies have a waiting period before benefits can be claimed. The waiting period can vary depending on the policy and the specific coverage. We can provide you with more information on waiting periods for our policies.

How are premium rates determined for your income protection insurance plans?

Premium rates for our income protection insurance plans are determined based on various factors such as age, occupation, health status, and coverage amount. Our agents can help you understand how these factors impact your premium and provide you with a personalized quote.

Reviews

  • Graham Simpkin

    Robb at Heritage Services was recommended by our Bookkeeper. He handled our search for Keyman Insurance cover for our business in a very efficient, friendly and professional manner. Thank you for all your help.

    25-05-2023
  • William Hockin

    Really good customer service, always kept in the loop. Despite long delays from the consultant, Robb kept us updated frequently. Would definitely recommend!

    28-03-2023
  • Mahad Ahmed

    Great customer service and very professional many thanks Dan, very much appreciated. Highly recommend them for shareholder protection insurance. Mahad

    28-02-2023
  • Jennifer Du Plessis

    We are very happy with the service that we have received from Robb at Heritage Insurance. Not only was he very professional and patient, but he also explained the differences in the policies to us and found a product well suited to our needs. Thank you very much Robb!

    28-11-2022
  • Andrew Kempston-Parked

    Its been great dealing with Dan, always there at the end of an email or the phone. Give him a call if you need life insurance

    28-09-2022
  • Duncan Cheatle

    Dan provided great advice and support throughout the process

    28-05-2022
  • Paul Brayford - Paraboloidal

    Daniel Symmons helped me find the right policy for my business and when the time came to close the business, helped me transfer it. Daniel is very quick to respond and turned things around much faster than I expected. Excellent service!

    28-05-2022
  • Paul Hounsham

    Positive: Professionalism, Quality, Responsiveness

    28-05-2022
  • Peter Wilson

    Positive: Quality

    28-05-2022
  • Ajay Chowdhary

    Positive: Professionalism, Quality

    28-05-2022