Protection Declaration

To ensure we provide the best possible service to you and to make sure you, your family or your home is not put at any unnecessary risk we ask you to complete this very short questionnaire to let us know how you feel about certain insurance products that are available to you.

Cover in case your home is damaged
Cover in case your possessions are damaged
Provides a temporary monthly income if you can't work due to illness, injury or redundancy.
Cover to protect your family by providing a lump sum to repay your mortgage if you die during your mortgage period.
Cover providing a cash sum if you are diagnosed with a specific illness during the term plan
Provides a monthly income (generally until retirement) if you can't work due to illness or injury.
Family income benefit provides an income for a defined period of time or a lump sum to support you or your family in the event of premature death.
Additional Notes where necessary

Clearwater Financial Planning Limited is an Appointed Representative of Quilter Financial Services Limited, and Quilter Mortgage Planning limited which is authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Limited and Quilter Mortgage Planning Limited, are entered on the FCA Register ( under reference 440703 and 440718

Clearwater Financial Planning Ltd is Registered in England & Wales Company Number 05764001

Registered Office - 56 Fore Street, Kingsbridge, Devon, TQ7 1NY