Protect Clients. Retain Relationships. Add Value

We work in partnership with over 300 companies across the UK, delivering expert protection advice for ALL clients, particularly where cases are complex and non-standard.

86% of our clients have at least one medical condition, many of whom were previously told they couldn’t get cover or believed they were uninsurable.

As a dedicated protection broker, we allocate significant time to each client to ensure the right outcome. Our partners refer to us for a variety of reasons, including limited time, restricted access to specialist insurers, or uncertainty around the most suitable placement for a client. 

Our referral service can provide:

• Better outcomes for clients
• Avoid clients seeking advice elsewhere
• Keep up to date at every stage, with our fully automated system
• More time to focus on mortgages and core advice
• Specialist support in an increasingly complex protection market
• Less risk, less admin, more consistency
• Generate additional revenue 

We act as a 5-star extension of your business, not a competitor.