HOW HENRY DANNELL HELPS
Specialist protection advice for private clients, business owners and internationally mobile individuals.
Whole of Life, inheritance-tax-related protection, protection around lifetime gifting/PETs, family and legacy planning.
Life insurance, critical illness and income protection for clients whose income, lifestyle or circumstances warrant specialist advice.
Key Person, Shareholder, Relevant Life and other protection needs associated with business owners and entrepreneurs.
Specialist solutions where residency, jurisdiction, medical requirements or the scale of cover can make conventional UK protection a key offering to serve the requirements of international clients.
PRE-SUBMISSION UNDERWRITING
For private clients with more complex protection requirements, the way a case is prepared and positioned can be vital to the success of getting the best terms.
Our approach is to understand the risk, identify potential underwriting issues and build the strongest possible presentation before approaching insurers.
Where appropriate, cases are supported by specialist underwriting expertise.
This step enables us to:
FEATURED CASE STUDIES
SERVICE STANDARDS
Agreed service levels are designed to keep your client supported, the process moving and you informed throughout. All introductions acknowledged and next steps confirmed within 2 hours.
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Introduction acknowledged and next steps confirmed within 2 hours.
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Once authorised, we contact the client promptly and manage the discussion.
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Remain informed at key stages, from assessment through to implementation.
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We coordinate the moving parts so you do not have to manage the process.
YOUR DEDICATED TEAM
Your dedicated Henry Dannell protection team provides a consistent point of contact from initial discussion and case assessment through to underwriting, terms and implementation.
INTERNATIONAL PROTECTION
Private clients increasingly have lives, families, businesses and assets spanning more than one jurisdiction.
Henry Dannell's specialist protection team can assess international cases and identify appropriate routes to cover, working alongside Rathbones so that the protection strategy remains connected to the client's wider wealth plan.
Discuss an international client's requirementsOFFICES
United Kingdom
Switzerland
United Arab Emirates (DIFC)
Registered in England and Wales under reference 12002019. Registered office address: c/o First Floor, Tabard Works, 6-12 Tabard Street, London SE1 4JU.
With regard to any financial or mortgage advice you may receive from us, any decision on which interest rate, amount sought and specific product terms should totally rely on the personal and business circumstances you find yourself in. We encourage you to enable us to carry out a full review prior to any mortgage application, made by you or on your behalf, to enable us to clearly and accurately understand and establish the specific needs and preferences that you may have and to help determine whether you meet any relevant criteria or not. We will be delighted to advise you and make recommendations based on your specific details and there may well be a fee for such mortgage advice. Please note: mortgage deals may not be available, and lending is subject to individual circumstances and status. Please note: any rates shown on this website display only an indicative rate and may not be suitable for you. You must be 18 or over. Please also note: a mortgage is secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.
A bridging loan is a short-term loan secured against your home or property. Your home or property may be repossessed if you do not keep up repayments on your mortgage or any debt secured on it. The Financial Conduct Authority does not regulate some forms of bridging finance.
Henry Dannell Private Clients Limited is a broker, not a lender, and is independent with access to the whole of market. We may receive commissions that will vary depending on the lender, the product, or other permissible factors. The nature of any commission model will be confirmed to you before you proceed.
Henry Dannell is a trading style of Henry Dannell Private Clients Limited, which is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register (www.fca.org.uk/register) under reference 943626.
Henry Dannell Private Clients Limited is registered in England & Wales under registration No: 12002019. Registered and trading office address: First Floor, Tabard Works, 6-12 Tabard Street, London SE1 4JU.
The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Our written complaints procedure is available upon request. If we cannot settle your complaint, you may be entitled to refer it to the Financial Ombudsman Service (FOS). Further information about the FOS is available from their website www.financial-ombudsman.org.uk. If we cannot meet our obligations, you may be entitled to compensation from the Financial Services Compensation Scheme. This depends on the type of business and the circumstances of the claim.
https://www.financial-ombudsman.org.uk/consumers/complaints-can-help
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