Umbrella Financial

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 yo

u, 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

21/08/2026

A huge thank you to Southend Saxons RFC 🏉 for inviting us down yesterday to help their players get the right injury protection in place. 🙌

🦴 Fractures
💥 Dislocations
🦵 Ligament injuries
💪 Tendon injuries

Making sure that when injury strikes, there’s financial support there when it matters most. 💷🛡️

You can’t predict when you’ll get injured, but you CAN predict whether you’ll get paid when you do.

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

05/08/2026

Are you still playing sport without the right protection in place? ⚽️🏉

This morning we’ve seen another high-profile GoFundMe launched after a football injury to a semi pro footballer.

💭 Genuine question…

If insurance exists that can pay directly into your bank account when you’re unable to work because of an injury, should the financial burden fall on friends, family and the public through GoFundMe when policies can be put in place for the price of a cup of coffee a week?

Vote in our Story poll and let us know your thoughts.

Don’t run the risk - Get Yourself Covered ☂️🧡

☔️ Umbrella Financial
🛡️ Protecting sports players on and off the pitch.

🚨 NEW BROKER ALERT 🚨We’re delighted to welcome Kate Baxter to the Umbrella Financial advising team! 👏🧡Kate has been a pl...
03/08/2026

🚨 NEW BROKER ALERT 🚨

We’re delighted to welcome Kate Baxter to the Umbrella Financial advising team! 👏🧡

Kate has been a pleasure to work with throughout her training and mentorship programme with our network, TMG. After a month of in-depth training, she is now an FCA-regulated Insurance Broker, ready to provide professional, tailored advice to individuals and families. ✅

Kate can advise on:
🛡️ Life Insurance
❤️ Critical Illness Cover
👶 Children’s Critical Illness Cover
💷 Income Protection
🤒 Personal Sick Pay
🌍 24/7 Global Injury & Hospital Cover
🏡 Home Insurance
💼 Business Insurance
🩹 Children’s Injury Protection Cover
📜 Wills

We’re delighted to have you on board and look forward to seeing the difference you’ll make for our clients.

Welcome to Umbrella Kate! 🧡☂️

01/08/2026

July. Done and dusted. ✅

428 new clients helped. 🧡☂️

An incredible month, and one I’m hugely proud of.

So grateful to be surrounded by such hardworking and talented staff and advisors who turn up every single day with the right attitude and a genuine desire to help people.

A huge thank you to all 428 clients who trusted us to source their personal and family protection in July.

On to August. 📈💪☂️🧡

31/07/2026

Grateful to have been invited to speak in front of the Hashtag United Women’s Football Team last night. ⚽🧡

What a fantastic club, with such a warm welcome from all the staff and players. 👏

The aim of the evening was simple: to raise awareness and help ensure that when these players suffer an injury, they’re not left worrying about their finances. 🤕

Every player deserves the peace of mind of knowing they’ll still receive financial support when life throws them an unexpected setback.

A huge thank you to everyone who took the time to listen, ask questions and engage. It was a pleasure to support such an ambitious club, and I’m looking forward to continuing our work with both the women’s and men’s teams. 🙌 ☂️🧡

30/07/2026

Looking forward to tonight’s presentation with the Hashtag United Women’s Team, helping make sure that if injury strikes, they have financial protection that pays directly into their bank account when they need it most. 💙

Then we’re back on Tuesday with the Hashtag United Men’s Team.

What a fantastic club to work alongside. Love what I do. ☂️⚽

26/07/2026

12 years of experience. Over 50,000 clients protected. More than 15,000 claims paid during that time.

When you need to claim, does your policy pay out?

Experience matters. Results matter. And when it comes to protecting yourself and your family against injury or illness, you deserve a team with a proven track record.

Don’t take the gamble. Choose the safe bet. ☂️🧡

19/07/2026

Bloopers Reel 🎬

Got a lot of praise last week on our injury protection video, with people saying I’ve still got it… 😂

Well, here’s Instagram vs Reality.

Thanks for your patience, Tom! 🤣

Address

Cardiff

Telephone

+448000614914

Website

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