Adviser Manage Your Clients

Welcome to Healthy Investment for financial advisers

Need to know how much your client's policy is worth?

If your client is thinking about surrendering their policy or you want an up to date valuation for your client review.

Tell us about a change to your client's personal details

It’s easy to let us know online if your clients have moved or if any other personal details have changed.

Want a quick list of what products your client has with us?

We’re happy to provide you with a list of all your client's policies currently held with Healthy Investment.

Download client forms

We’ve gathered together all of the important forms and client literature that you need to manage your clients, including Direct Debit mandates, nomination and right to cancel forms.
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Direct Debit Mandate

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Right to Cancel