Umbrella Financial was founded in Cardiff in 2016 by our Managing Director, Matt Collins. In the last five years, Matt’s customer-based approach to business has helped thousands of customers find exactly what they’re looking for through insurance packages, mortgages, will-writing and more.
With a rich history in the last seven years, the Umbrella Financial team comprises a cadre of seasoned professionals. Whatever your specific needs may be, we will connect you with the perfect expert to assist you. Don't hesitate; come and get acquainted with our team today!
"Umbrella Financial are on a mission to provide individuals and their families throughout the UK with peace of mind by helping them prepare for the unexpected challenges that life will throw at us."
Principal - Managing Director
"Within 24hrs my claim was being processed"
Matt was a massive help, brilliant service from day 1. Called him after I had my accident and within 24hrs my claim was being processed. Would highly recommend them for anyone looking for income protection cover.
"The easiest and stress-free experience"
I contacted Beth for income protection and it was the easiest and stress-free experience. Beth is so lovely to work with, her explanation and breakdown of everything and knowledge are second to none. I can’t thank you or recommend you highly enough! Thank you so much.
"Chris made what is normally a really stressful process feel easy and straightforward."
We have just received our mortgage offer and can not thank Chris Collins enough! Chris made what’s normally a really stressful process feel easy and straightforward. Chris maintained a friendly, helpful and proactive service from start to finish. We would not think twice about contacting Chris in the future to help us with any other mortgage-related matters. Thanks again.
"When I needed to claim everything was done smoothly with no fuss."
Matt was faultless through the whole process, he was absolutely outstanding. There was no pushy sales pitch, he advised me on products suitable for my circumstances whilst keeping them within my affordability. I have had my policy for two years (income protection and fracture cover due to rugby) and when I needed to claim everything was done smoothly with no fuss. I had my dislocation payout within 5 working days of claiming.
"I can't thank you or recommend you highly enough"
I contacted Beth for income protection and it was the most easy and stress free experience. Beth is so lovely to work with, her explanation and breakdown of everything and her knowledge is second to none. I can't thank you or recommend you highly enough. Thank you so much!
Our expert team is waiting to help you and have all the experience you could need to do just that.
We aim to introduce you to the best in the business. There’s no need for a sales-based approach here.
You tell us your budget and life position, we take care of the rest. You’ll never buy anything you don’t need from us.
Need help in making a claim? We’re by your side to ensure the providers pay the money you deserve.
Interested in joining the amazing team, here at Umbrella Financial? Think you could add to the high levels of experience we have? We’re always on the lookout for the right people to make our customers journey even stronger, so reach out today if you think that could be you.
We’re looking for people who:
Experience and suitable qualifications are preferred, although all training will be required. The bottom line is, Umbrella Financial puts personality first.
Umbrella Financial is always expanding, and we want to bring the best people into the team. As such, we’re willing to offer an attractive package to all of our employees. If you’re successful in your application, you’ll be able to enjoy all of the following: