Bucklands Insurance Brokers

At Bucklands Insurance, we take pride in our long-standing history of providing exceptional insurance and financial services to individuals and businesses alike. Founded in 1960, we have evolved to specialize in commercial and corporate insurance, as well as all aspects of financial advice. With the combined expertise of two winning teams, we can offer a unique combination of service, expertise, and products in both the USA and UK.

Our Approach

Our benchmark for quality of service is innovative thinking, independent advice, aggressive pricing, reliability, and integrity. We believe that our unique approach sets us apart from other insurance companies, and we are committed to delivering exceptional service to our clients.

Services

At Bucklands Insurance, we offer a comprehensive range of services designed to meet the diverse needs of our clients. From insurance and financial products to risk management and wealth management, we can help individuals and businesses achieve their financial goals. We provide:

• Advice on the complete range of insurance and financial products
• Risk management
• Claims handling
• Prompt service
• Quality assurance
• Competitive pricing
• Cash flow assistance
• Attention to detail
• 24-hour emergency line

Financial Planning

Our financial planning service is designed to provide individuals and businesses with professional, coordinated, and well-thought-out financial planning. We believe that our philosophy of making ourselves available and providing a long-term, accountable, and value-for-money service sets us apart from other financial institutions. We help our clients achieve their stated goals and support their chosen lifestyle.

Portfolio Management

At Bucklands Insurance, we offer bespoke portfolio management services designed to help our clients achieve their investment goals. We provide access to a wide range of investments, including cash deposits, managed currency funds, fixed-interest funds, insurance funds, ISAs, unit trusts, and offshore investments. Our investment experts work closely with our clients to understand their risk tolerance and create customized investment strategies tailored to their specific needs.

Tax Planning

We understand that navigating the complexities of tax planning can be daunting. That's why we offer expert advice on tax planning to help our clients minimize their tax liability and maximize their savings. We work closely with our clients to identify potential tax savings and develop strategies to reduce their tax burden.

Estate Planning

Estate planning is an essential aspect of ensuring that one's estate is distributed according to one's wishes. At Bucklands Insurance, we work with our clients to develop personalized estate plans that meet their unique needs and goals. We help our clients navigate the complexities of inheritance tax and ensure that their estate is distributed to their desired beneficiaries.

Pensions

Pensions can be a minefield of complexity, and it's essential to have expert advice to navigate the complexities of the pension system. Our pension planning team works closely with our clients to assess their pension needs and develop customized strategies to help them achieve their retirement goals.

Family Protection

We understand that serious illnesses or premature death can have a devastating impact on families. That's why we offer expert advice on family protection, helping our clients to ensure that their loved ones are protected and provided for in the event of unforeseen circumstances.

Long-term Care Planning

Long-term care planning is an essential aspect of ensuring that one's assets are protected and that their loved ones are provided for in the event of extended periods of ill health or disability. Our long-term care planning service helps our clients to develop customized plans to ensure that they are prepared for the unexpected.

Conclusion

At Bucklands Insurance, we are committed to providing exceptional insurance and financial services to our clients. Our team of experts is dedicated to delivering personalized service, expert advice, and innovative solutions to help our clients achieve their financial goals. Whether you're looking to protect your assets, achieve financial security, or ensure your loved ones are protected, we're here to help.