We are pleased to announce the expansion of Henry Dannell Private Client Insurance, further strengthening a service that has been part of our offering since the firm was established.
As Henry Dannell continues to grow across the UK and internationally, we are investing further in our specialist team to provide even greater expertise and support for our clients and their families.
Insurance can play an important role within a broader financial plan. Whether protecting your family’s financial security, supporting inheritance tax planning or helping preserve wealth for future generations, the right arrangements should complement your wider financial objectives.
Our expanded team will be led by Stephen Bourke and, where appropriate, will work alongside your existing legal, tax and wealth advisers to ensure your insurance planning forms part of a coordinated approach. We also support clients with international connections, providing access to specialist insurance solutions where circumstances and local regulations allow.
One of the distinguishing features of our service is the work we undertake before a case is presented to the insurance market. Where appropriate, we engage experienced medical and underwriting specialists to review the available information, identify potential underwriting considerations and help prepare each submission.
This careful preparation helps address potential issues at an early stage and allows us to present your case to insurers as clearly and comprehensively as possible, with the aim of securing the most appropriate terms available for you and your family.
The expansion of our Private Client Insurance team reflects our continued commitment to providing thoughtful advice, careful preparation and an exceptional level of service throughout every stage of your financial journey.
If you would like to review your existing insurance arrangements or discuss whether specialist insurance planning could form part of your wider financial strategy, please speak to your Henry Dannell adviser. We would be delighted to help.
Insurance arrangements connected with inheritance tax or estate planning should always be considered alongside appropriate legal and tax advice. Cover, terms and underwriting outcomes will depend on individual circumstances.
