We spend a minute with the protection-only specialist to hear what makes her tick
Location: London, Herts, Surrey. Products you advise on: Personal protection, life, critical illness cover (CIC), income protection (IP) and business protection, relevant life, key person, loan protection and shareholder protection. Typical client profile: Self-employed, limited companies, families. How do you incorporate protection into mortgage conversations? I am protection only! However I ask my mortgage broker introducers to ensure they mention to the client that it's important to...
Gold, silver and gold ratings
The HAC, London
'Our past has been rife with some very poor intermediary practice'
At The HAC, London
'Client barriers are only half the battle'