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

🎉 Congratulations to Jack Keogh! 🎉A huge congratulations to Jack on becoming a fully regulated FCA insurance broker with...
05/06/2026

🎉 Congratulations to Jack Keogh! 🎉

A huge congratulations to Jack on becoming a fully regulated FCA insurance broker with Umbrella Financial. 👏☂️

After completing his training and development, Jack is now authorised to provide professional advice and recommendations on:

✅ Income Protection
✅ Life Insurance
✅ Critical Illness Cover
✅ Mortgage Protection
✅ Private Healthcare
✅ 24/7 Injury Cover
✅ Home Insurance
✅ Wills
✅ Children’s Injury Cover
✅ Children’s Critical Illness Cover

It’s fantastic to see another adviser join our team with the knowledge needed to help individuals, families and businesses protect what matters most.

We look forward to watching Jack’s journey develop as he helps more people gain the financial security and peace of mind that quality protection can provide.

Welcome to Umbrella Jack 🧡☂️

Sometimes we’re so focused on helping the next client, supporting our advisers, growing the business and improving what ...
05/06/2026

Sometimes we’re so focused on helping the next client, supporting our advisers, growing the business and improving what we do every day, that we rarely stop and reflect on what we’ve actually achieved.

Seeing these photos this morning was a reminder of just how far the Umbrella Financial team has come.

Protection Firm of the Year.
2023. 🏆
2024. 🏆
2025. 🏆

We’re incredibly proud of the recognition, but even more proud of the thousands of families, individuals and businesses that have trusted us to protect what matters most.

With almost six months of 2026 already behind us, we’re more motivated than ever to continue raising standards, supporting our existing clients and welcoming new ones.

The awards are appreciated and the mission remains exactly the same: deliver the very best service possible and make sure more families have the financial protection they deserve.

Full steam ahead for Q3 and Q4. 🚀

🎉☂️ Delighted to welcome Heidi Walgate to the Umbrella Financial advising team! ☂️🎉Heidi has many years of experience wo...
03/06/2026

🎉☂️ Delighted to welcome Heidi Walgate to the Umbrella Financial advising team! ☂️🎉

Heidi has many years of experience working in financial services, providing both mortgage advice 🏡 and protection advice 🛡️, and we are delighted to have her working with us.

Welcome to Umbrella Family Heidi! 🧡☂️🚀

29/05/2026

🚨🌟 NEW BROKER ALERT 🌟🚨

A huge welcome to Callum Rogers who officially joins us at Umbrella Financial as our newest broker ☂️💼

After completing our full training and mentorship programme with our network TMG, Callum is now a fully regulated insurance broker ✅

He is authorised to provide advice on:

❤️ Life Insurance
🌍 24/7 Global Injury Cover
🛡️ Critical Illness Cover
🏥 Private Healthcare
👶 Children’s Injury Cover
💛 Children’s Illness Cover
💷 Income Protection
🏡 Mortgage Protection

We’re absolutely delighted to have you on board Callum. A pleasure to work with from interview and throughout Callum’s training.

Welcome to Umbrella ☂️🧡

28/05/2026

🏉🏈⚽️ SPORTS CLUBS — LOOKING FOR SPONSORSHIP FOR THE NEW SEASON? ⚽️🏈🏉

Pre-season starts in a few weeks… and Umbrella Financial are already booked to visit over 20 sports clubs across the UK 🧡

We partner with ambitious clubs looking for more than just sponsorship.

Our sports club presentations help:

✅ Protect players financially when injuries happen
✅ Support player welfare & wellbeing
✅ Add value to your current squad
✅ Help attract & retain players
✅ Create additional sponsorship opportunities for clubs

This allows clubs to be conscience-free knowing they’ve offered players access to proper financial protection before injuries happen 🙌

If your club is looking for sponsorship opportunities ahead of the new season, now is the time to get in touch 👊

📲 Click the link in our bio to secure your club’s spot before pre-season fills

A pleasure helping Wesley Andrews get his income protection sorted today 🤝🌂Now… there were a couple of minor stumbling b...
26/05/2026

A pleasure helping Wesley Andrews get his income protection sorted today 🤝🌂

Now… there were a couple of minor stumbling blocks along the way 😅

❌ No confirmed job title
❌ No confirmed income
❌ Financial documents seemingly written on handkerchiefs 🧻✍️

But fair play to Wesley taking his financial protection into his own hands — we’ll get everything cross-referenced with the providers.

Pleasure working with you Wes 💪

26/05/2026

🏉⚽🏈 Over the last 12 months, we’ve visited 200+ sports clubs across the UK 🇬🇧

✅ Educating players.
✅ Protecting players.
✅ Making sure people with active lifestyle get paid when injuries happen

From rugby clubs and football teams to American football organisations, we’ve continued our mission to provide financial protection advice to people putting their bodies on the line every single week 🌂

🛑 Whilst Stopping GoFundMe pages in sport.

Looking forward to a massive few months ahead supporting even more players and clubs across the UK 📈🔥

Last Sunday we presented to the Northampton Knights American football team, giving invaluable financial protection advic...
23/05/2026

Last Sunday we presented to the Northampton Knights American football team, giving invaluable financial protection advice to their players. 🏈🌂

This week alone, we’ve managed to protect over 20 of their players to ensure they get paid directly into their bank account in the event of injuries such as fractures, ligament damage, tendon ruptures, dislocations, hospitalisation and much more. 💥

One policy.
24/7 global protection.
On and off the field. 🌍

A huge thank you to everyone who has trusted Umbrella Financial & MetLife to protect what matters most. 🙌

We are on a mission to stop GoFundMe pages in sport. ⚔️

19/05/2026

Massive thank you to the Northampton Knights American football team for such a warm welcome on Sunday 🏈☂️

Great to speak to the players about the importance of protecting themselves both on and off the field with the right insurance cover in place. Injuries can happen at any time, and having protection means getting paid directly into your bank account when you need it most 💪

Fractures, ligament injuries, dislocations, tendon ruptures, hospitalisation and more — don’t leave it to chance.

We’re on a mission to stop GoFundMe pages in sport and make sure players across the UK understand the protection options available to them.

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

Address

Cardiff

Telephone

+448000614914

Website

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