Guides & News

In this video, I talk about Xavier who came to us needing personal and business protection. But, Xavier was due to take part in a transatlantic yacht race, and not just your regular race, he was going for a record!

Featured in the FT Adviser, Kathryn contributes, along with fellow colleagues from the industry, to the ‘Guide to the background to protection planning’, in association with LV.

In this video I discuss the advice that we gave to Wendy, a woman that came to us one year after gastric bypass surgery, for weight loss.

Kathryn writes for FT Adviser on the promise made by Guardian Financial Services for a simpler claims process, with less documentation and faster payment times.

In this video I talk about Yvonne, a woman who came to us having been diagnosed with Parkinson’s Disease at the age of 40.

Kathryn writes for COVER on the importance of advisers knowing what value added benefits are included in insurer’s policies. Read the full article here.

Kathryn writes for FT Adviser on how LV are adding value to their Income Protection offering. Read the full article here.

In this video I talk to you about Vincent, who came to us having been diagnosed with supra ventricular tachycardia. He wanted to arrange some life insurance to cover any funeral expenses that his parter may have in the event of his death, and they were working to a tight budget.