High Net Worth Insurance for Private Clients

A personal and highly individual service for those whose needs demand something out of the ordinary

We work extensively with wealthy individuals who value the personal service we are able to provide. An approach that is built around your individual and unique requirements.

With increased wealth most of us tend to own houses and items of greater value. Equally our financial affairs become far more complex. Off-the-shelf insurance policies and financial products will rarely cater for our highly specific needs in the best way.

Larger houses and items such as fine jewellery, expensive watches, classic cars and fine art usually fall well outside the limits of standard insurance policies. Worse still, property renovations and extensions can frequently lead to an inadvertent shortfall in buildings insurance.

All too often we have little awareness of the value of our standard household contents, without even considering any additional high value items already mentioned. Sudden increases in the value of such items frequently exacerbate the problem.

With complicated mortgage arrangements, second properties, children at private school, and the need for tax-efficient retirement planning, the financial picture is no less complicated. We specialise in working with such private clients, both in providing comprehensive custom insurance arrangements and personal financial advice.

We are always happy to review your current arrangements and make recommendations. With Macbeth you are assured of a highly personal service, with regularly reviews of your current arrangements to ensure that you won’t experience any nasty surprises. If you would like to discuss your current arrangements or organise a review, please contact us on 0118 916 5480 or email us to discuss a specific issue.

“The team at Macbeth is a pleasure to deal with and stand out from the competition by always thinking laterally about the cover we require. They treat your problems as theirs and even spot them for you; they picked up that we were drastically under-insured on our buildings cover. I have yet to find another insurance broker, in my years of dealing with some of the top names in the industry, who offers Macbeth’s personal service, professionalism & expertise and are so proactive in their approach.”

Cathy Bennett

Get in touch:   Reading: 0118 916 5480   London: 020 7036 8767   info@macbeths.co.uk