Advising, and protecting, a wide range of clients from business owners wanting to protect their profits and home-owners wanting to protect their mortgages, to parents wanting to ensure their children's upbringing isn't affected by their death and wealthier clientele wishing to protect their estate against inheritance tax.With nearly 12-years experience in the industry I pride myself on keeping my knowledge as up to date as possible, treating customers as I myself would like to be treated and ensuring the most favourable terms for a client based on their individual wants, needs and budget.

As a completely independent protection adviser, I offered an advisory service taking my client through the insurance arranging process in as painless a way as possible.I arranged cover for personal and business clients alike including keyman insurance, shareholder protection, business loan cover and the extremely popular Relevant Life Policies - a great way for owner managed businesses to take out tax-efficient life insurance.

Advising & arranging personal and business protection insurance (keyman cover, partnership & shareholder protection) including tax efficient Relevant Life Policies. Adverse underwriting specialist.

personal protection adviser

managing a team of staff and ensuring the profitability of a corporate facility within a large (5000+) business centre