Umbrella Financial

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Umbrella Financial We are a dynamic insurance & mortgage advisory firm offering a direct personal service to individuals and businesses across the UK

Umbrella Financial provides a full range of personal insurance products from some of the UK's leading insurance providers. Call now for expert advice and a free quote. We are a dynamic insurance adviser offering a direct personal service to individuals throughout the UK. We are passionate about supplying you with innovative products which can help take the worry out of everyday life and support you, your family when you need it most. Our Products:

- Income Protection
- Life Insurance
- Critical Illness Cover
- Sports Insurance
- Accident/ Sickness & Unemployment
- Guaranteed 50 Plus Life Cover
- Personal Sick Pay
- Mortgage Protection
- Buildings & Contents Insurance
- Landlords Insurance

Umbrella Financial are on a mission to make the UK happier, healthier and better protected by encouraging people to live life well and be prepared for the unexpected challenges that life will throw at us. We achieve this by offering leading life, business, health & well-being solutions to give you peace of mind including innovative lifestyle rewards, benefits and discounts from well known companies. SOME OF OUR PROVIDERS:

- AIG
- Aviva
​- Axa
- April
​- Bupa
​- Cirencester Friendly
- Engage Mutual
- Exeter Friendly​
- First 2 Protect
- Friends Life
- Halifax
- Legal & General
- LV (Liverpool Victoria)
- One Family
- Partnership
- Paymentshield
- Royal London
- Santander
- Vitality Life
​- Zurich Insurance

Delighted to welcome Adam Spalding to the Umbrella Financial advising team. ☂️After Adam’s hard work and graft, he’s now...
15/10/2026

Delighted to welcome Adam Spalding to the Umbrella Financial advising team. ☂️

After Adam’s hard work and graft, he’s now a fully authorised insurance broker with Umbrella Financial, and he’s authorised to provide advice on:

❤️ Life insurance
⚽ Sports injury cover
💷 Income protection
🛡️ Critical illness cover
🤒 Personal sick pay
🏥 Private healthcare
🩹 Children’s injury cover
👨‍👩‍👧‍👦 Children’s illness cover
🏡 Home insurance
💼 Business insurance
📜 Wills

Adam has been a client for a number of years, and we’re delighted to kickstart his career in financial services with us alongside his existing business.

Welcome to the team mate ☂️🧡

15/10/2026
09/10/2026

You work hard to build your business. Make sure you’re protecting the people you’re building it for. 🧡

Limited company director? Your life insurance could be paid for through your business.

Relevant Life cover through Umbrella Financial can provide a lump sum for your loved ones if you die during the policy term, with potential tax advantages for eligible businesses.

✅ Premiums paid by your company
✅ Usually an allowable business expense
✅ Normally no benefit-in-kind tax or National Insurance on premiums
✅ Protection for your family, funded through your business

Already paying for life insurance personally? It could be worth reviewing your options.

06/10/2026

Great to catch up with the legend that is Lee Trundle ⚽️

Lee was recently paid out following an injury to his shoulder, and we couldn’t be happier that the policy supported him when he needed it most.

Always good to see first-hand exactly why having the right cover in place matters.

Happy birthday for Saturday mate! 🧡

Top filming 🎥

Coops 107 policies in September. 🐺Breaking both Umbrella Financial and TMG records in the process.Thought it was only ri...
05/10/2026

Coops 107 policies in September. 🐺

Breaking both Umbrella Financial and TMG records in the process.

Thought it was only right to take this wolf, out for lunch today.

Some achievement, mate. 107 families protected in a single month. Proud of you, Coops. 🧡

Records are there to be broken. 👏

🚨 WE’RE RECRUITING 🚨Feel like you’re capable of more?Want to change your financial circumstances, build a career you’re ...
29/09/2026

🚨 WE’RE RECRUITING 🚨

Feel like you’re capable of more?
Want to change your financial circumstances, build a career you’re proud of and actually enjoy going to work? 👊🏼

🧡 JOIN UMBRELLA FINANCIAL.

We’re looking for ambitious, driven, positive people to join our award-winning team as Insurance Brokers.

💰 Uncapped earning potential
🎓 Full training & ongoing support
⏰ Flexibility & work-life balance
📈 Genuine career progression
🤝 An incredible team around you
❤️ Get paid to genuinely change people’s lives

No insurance experience? We’ll show you the way.

We’re not looking for perfect CVs. We’re looking for personality, work ethic, ambition and people who want more from life.

This could be the opportunity that changes everything. 🚀

📩 DM “UMBRELLA” to start the conversation.

🧡 PEOPLE. PURPOSE. OPPORTUNITY.

Clean DBS required.

27/09/2026

😩 FEEL LIKE YOU’RE STUCK IN A RUT?

💷 Want to CHANGE YOUR FINANCIAL CIRCUMSTANCES?

🔄 Want something FRESH — a career you’re actually EXCITED to wake up for every day?

🚀 THIS COULD BE YOUR OPPORTUNITY TO CHANGE YOUR LIFE.

☂️ UMBRELLA FINANCIAL IS RECRUITING INSURANCE BROKERS to join our AWARD-WINNING TEAM. 🏆

You DON’T need an insurance background.

You DO need:

💪 AMBITION & WORK ETHIC
🗣️ CONFIDENCE WITH PEOPLE
📈 A DESIRE TO GROW
💰 THE HUNGER TO SUCCEED

We provide the TRAINING, SUPPORT AND PROVEN PATHWAY.

A YEAR FROM NOW, YOUR LIFE COULD LOOK COMPLETELY DIFFERENT.

BUT NOTHING CHANGES IF NOTHING CHANGES. 🚀

🔍 Clean CRB required to apply.

📲 GET IN TOUCH TODAY. ☂️🧡

25/09/2026

🏉 YOU CAN’T CONTROL GETTING INJURED. YOU CAN CONTROL WHETHER YOU GET PAID WHEN YOU DO.

Hear it directly from a rugby player who understands the reality of stepping onto the pitch every weekend.

One tackle. One awkward landing. One injury can mean weeks or months away from work.

That’s why we’re passionate about protecting sportspeople across the UK.

☂️ Protect yourself on and off the pitch.
💷 Get paid directly into your bank account for eligible injuries covered by your policy.
🏉 Play knowing you’ve put a financial safety net in place.

Don’t run the risk. Get yourself covered ☂️🧡

25/09/2026

INTRODUCING OUR NEW RECRUITMENT MANAGER 🧡☂️

We’re delighted to introduce Hayden Quigg as our new Recruitment Manager at Umbrella Financial.

If you’re ambitious, driven, a people person and ready for a new career where your hard work can genuinely change your life, we want to hear from you.

Hayden knows first-hand what the opportunity at Umbrella can provide — and he’s now looking for the next people ready to back themselves and build something special.

New career. New opportunity. No ceiling.

Think you’ve got what it takes?

📩 Get in touch with Hayden and see how Umbrella could change your life, just like it changed his.

Address

Cardiff

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