Guides & News

Ursula came to us, having just arranged a mortgage with her husband, and a need to arrange protection insurance. Ursula had developed mild proctitis in her teenage years, that had then led to ulcerative colitis in adulthood, and associated anxiety.

In Association with Scottish Widows Kathryn features in some short videos, giving an advisor’s point of view on the importance of handling protection conversations with care and empathy

Tina came to us, having set up a mortgage, wondering what kind of protection insurance that she needed. Speaking with Tina, we established that she had classic

In this video I talk about Sally, who came to us with a need for life and critical illness insurance. Sally had suffered a stroke a few years earlier to speaking with us, she had also had a hole in the heart and some depression.

In this video I talk about Rodger, who came to us wanting life insurance to cover his mortgage liability. After talking with one of our advisers, we were able to see that Rodger also had a need for critical illness insurance.

I am beyond excited to have been chosen as one of the Chartered Insurance Institute’s (CII) Rising Stars 2018/2019.

In this video I talk to you about our client Mr Q, who had a capital and repayment mortgage and needed protection insurance.

In this video I talk about Penny, who came to us wanting to arrange insurance to provide some financial protection for her two young children. Penny had paraplegia, after an accident at work had broken her back.