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Integrity, excellence, innovation, and true professional value

At EFM Insurance & Financial Group, we pride ourselves on being a highly regarded firm of Commercial Insurance Brokers and Independent Financial Advisers. Formed in 1991, our philosophy is simple: we aim to develop long-term business relationships with our clients by providing detailed and reliable advice, competitive pricing, consistent service levels, and access to understandable and affordable professional support in all areas of Insurance and Financial Services.

Our success and reputation have developed from our innovative approach to clients' requirements and our dedication to providing a first-class service. Our clients range from individuals to listed publicly quoted companies, and we take pride in our ability to offer impartial, expert advice in all areas of Wealth Management.

Our Services

We offer a comprehensive range of services, including Commercial Insurance Broking, Independent Financial Advice, and Wealth Management. Our expertise includes comprehensive financial planning, investments, annuities, individual and group pensions, permanent health insurance, critical illness insurance, life assurance, residential and commercial mortgages, buy-to-let mortgages, inheritance tax planning, and long-term care funding. We also provide taxation planning and other related services.

Our team of experienced professionals works closely with other professional firms, including accountants, solicitors, stockbrokers, and bankers, to ensure that our clients receive the best possible advice and support. We are proud to be members of the Association of Independent Financial Advisers and are authorised and regulated by the Financial Conduct Authority.

Our Mission

Our mission is to provide independent, impartial, and professional advice across a broad range of insurance and financial services. We strive to be innovative, excellent, and true to our professional values, and we are committed to building long-term relationships with our clients based on trust, integrity, and excellence.

Reviews
Negative: Flight cancellations due to COVID-19 and unclear terms and conditions for refund protection.

Flight Cancellation and Refund Issues

Author: Amandokass

Rating: 1 stars

Review: USELESS. I brought the refund protection, now due to COVID-19 the flight been cancel. There's people no updated there terms and conditions to say its not covered. Never USING THEM AGAIN, rather pay extra at the door

Summary of Reviews

This review highlights issues with flight cancellations due to unforeseen circumstances such as COVID-19 and the lack of clarity in terms and conditions regarding refund protection.

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