Please find below a list of the services we provide and a brief introduction to each financial product area. Our highly experienced financial adviser would be happy to discuss your requirements, so please feel free to get in touch for an informal discussion.

Life Assurance

The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.

It can provide the reassurance of financial protection for you, your family, and your business associates.

A Life Assurance policy pays out a sum of money when the person who is covered by the plan dies. The money is intended to pay off any outstanding debts and support your dependants financially by providing them with a further lump sum or a regular income if you die.

Please be aware that this type of assurance is based on an assessment of the health of the applicant.

THE PLAN WILL HAVE NO CASH IN VALUE AT ANY TIME AND WILL CEASE AT THE END OF THE TERM. IF PREMIUMS ARE NOT MAINTAINED, THEN COVER WILL LAPSE.

 
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General Insurance

This is an area of financial planning that is often overlooked but it is important for your peace of mind.

It enables you to minimise the effects of unexpected and often unwelcome future events and helps you to organise your personal and business life with greater confidence.

Health Insurance

Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.

Most people will be aware that Health Insurance can cover the cost of private medical treatment for any acute conditions you may suffer in the future. However, there are a number of other types of health-related insurance policies which are worthy of serious consideration including critical illness and income protection cover.

 

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Privacy Notice

Jonathan Barkey Financial Planning is a trading style of Jonathan Barkey an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.

Approver Quilter Financial Services Limited 20/04/2026.