The Insurance Process

At Castle View Finance, we understand that navigating the world of insurance can be overwhelming. That’s why we’re here to simplify the process and help you find the best insurance coverage for your situation. We have a range of insurance partners that will protect you, your family, property and business. Our dedicated team of experts will guide you every step of the way, ensuring a smooth and hassle-free experience with the right protection.

At Castle View Finance we take pride in simplifying the insurance process, understanding your aspirations and values. This ensures our advice and recommendations are outstanding. With our expertise and dedication, you can trust us to find the right insurance protection to safeguard your future.

Here's how our process works:


Discovery Conversation: We begin with a personalised consultation to get to know you and your current insurance and protection situation. We also chat to you about your protection options on your Mortgage journey. Our experienced team will listen attentively to understand your unique needs and financial situation. We’ll provide expert advice and educate you on the different types of insurance available, such as critical illness, income protection, mortgage protection, and more.


Protection Options: Leave the legwork to us! We will discover the correct insurance options for you. When we receive your mortgage offer, we will work with our reputable insurance providers, to ensure access to a range of options. It is important to protect you moving forward, and plan for your loved ones and business. Our expertise allows us to identify the best policies that align with your specific needs and budget.


Customised Quoting and Application: Armed with the insights gained from our research, we’ll present you with personalised insurance quotes. Our brokers will guide you through the application process, ensuring accurate and efficient completion. We’ll collect all necessary information from you, making the entire process hassle-free and streamlined.


Seamless Underwriting and Assessment: We leverage our strong relationships with insurance providers to expedite the underwriting process. Our team will coordinate any required medical assessments or documentation, making it convenient for you. We’ll collaborate closely with insurers, advocating for your best interests and ensuring a smooth assessment process.


Transparent Policy Offer and Review: Once we receive policy offers, we’ll thoroughly review and analyse each option on your behalf. Our team will explain the policy terms, conditions, coverage details, and premium rates in plain language. We prioritise transparency, ensuring you have a comprehensive understanding of what you’e signing up for.


Easy Premium Payment and Activation: Making your insurance coverage active is a breeze with our assistance. We’ll guide you through the premium payment process, ensuring a seamless transaction. Our team will handle all necessary paperwork and liaise with the insurance provider to activate your policy promptly.


Ongoing Support and Peace of Mind: Our commitment doesn’t end once your policy is activated. We’re here to provide ongoing support throughout the policy term. Whether you have questions, need to make changes, or require assistance, we’re just a phone call away.

Contact us today to embark on a worry-free insurance journey

Find us

15 Finkle Street

Castle View Finance Ltd is an Appointed Representative of Connect IFA Limited 441505 which is Authorised and Regulated by the Financial Conduct Authority and is entered on the Financial Services Register ( under reference [983869]

The FCA does not regulate some forms of Business But to Let Mortgages and Commercial Mortgages to Limited Companies.

The information contained within this Website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. We usually charge a fee of £499 standard and £995 complex

Castle View Finance Ltd Registered Address: 15 Finkle Street, Carlisle, Cumbria, CA3 8UU

Registered in England and Wales No: 13698579

Commission disclosure: We are a credit broker and not a lender. We have access to an extensive range of lenders. Once we have assessed your needs, we will recommend a lender(s) that provides suitable products to meet your personal circumstances and requirements, though you are not obliged to take our advice or recommendation. Whichever lender we introduce you to, we will typically receive commission from them after completion of the transaction. The amount of commission we receive will normally be a fixed percentage of the amount you borrow from the lender. Commission paid to us may vary in amount depending on the lender and product. The lenders we work with pay commission at different rates. However, the amount of commission that we receive from a lender does not have an effect on the amount that you pay to that lender under your credit agreement.