A simpler first step

Useful context first. Adviser contact second.

MyCoverMap has three focused routes — investments, general financial guidance and life cover — but the principle is the same on each one.

The process

Three steps, with space between each decision.

We deliberately avoid stacking forms, images and calls-to-action on top of each other. Each section has one job.

01

Choose your topic

Investment opportunity, broader financial guidance, or life cover. This keeps the content and eventual referral relevant.

02

Explore the information

Use the relevant calculator or focused explanation before deciding whether you want someone to contact you.

03

Request the next step

If you want help, consent to an adviser referral. The enquiry can then include the context you already provided.

Why the order matters

Get useful information before you decide whether to speak to someone.

Visitors should be able to understand what MyCoverMap offers, use a useful tool where appropriate, and then make a separate decision about contact.

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Important distinction

Tools and content are not personalised financial advice.

Investment modelling and life-cover estimates are educational starting points. Product suitability, underwriting, affordability, tax and personal recommendations belong with appropriately authorised professionals.

Investments

Model, then verify.

Illustrative returns do not replace the underlying product documents, risk disclosures, fees or suitability assessment.

Advice

Start with your question.

General content helps organise the conversation; personalised recommendations must come from the authorised adviser.

Life cover

Estimate, then assess.

The household calculator is not a formal financial needs analysis or an insurance quotation.

Choose a route

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