Specialising in helping personal and business clients build a Protection portfolio to meet their specific needs. We partner with like minded firms (mortgage brokers, accountants, solicitors & general insurers) to increase protection awareness and increase protection sales. Why we exist: To enable a broad range of clients to access the advice and protection cover that is relevant to their individual needs and at an affordable cost. To provide a needs driven experience for our clients. What we believe in: Developing our people and processes to deliver the required client outcomes. Client centricity as the key to improved sales & retention. Understanding our clients, demonstrating our expertise and a genuine desire to help. Respecting our business partners and their client relationships. Our vision: To be a trusted brand for our clients, business partners and employees. A portfolio protection specialist company engaging with with mortgage advisors & professional services firms, as well as direct clients, to educate individuals and businesses to the protection solutions available to protect assets, loved ones and businesses. To continue to live our brand values on a daily basis as our business grows in size.
