How can Zurich Advice Solutions help?

Understanding the basics

Getting to know you and your needs

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When we first get in touch, we’ll want to get to know you a bit more and really understand what’s important to you now and in the future.

We’ll talk through your financial aims, your objectives and understand how you feel about your attitude to risk and we’ll also explain how our advice service works, what we’ll do for you and how much it will cost you for financial advice.

If you decide it’s not for you – that’s fine – just walk away – there’s no cost.


You’re in control – you decide if it’s right for you

If you think our advice is right for you and you decide to go ahead, we’ll ask you to sign our customer agreement so that we can start work on our recommendations for you straight away.

What to expect

Did we mention your first appointment is free?

If you think Zurich may have the product you need but you’re still unsure if you’re doing the right thing, just give the team a call.

We’ll walk you through the options at a time to suit you and get you back on track in no time.

Call us now to book your appointment

0800 587 9040


Alternatively you can contact us online with an appointment request.