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CLIENT: Victory QUESTION 1: What were the circumstances that caused you to initially look for a protection adviser? ANSWER 1: I wanted to be insurance...
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QUESTION 1:What were the circumstances that caused you to initially look for a protection adviser? ANSWER 1: The need to keep my family taken care of even...
Expertise
- Protection and Insurance
- Investment Planning
- insurance broker
- Income Protection
- Life Assurance
- Critical Illness Insurance
- Accident
- illnesse & unemployme
- Financial security
- Financial Adviser
- Financial Advice
- Financial Services
- family protection
- Trusts
- Wills & Trusts
- Wills
- Trusts and Inheritance
- Investment
- Mortgage & Protection Advice
- Mortgage
- mortgages for professionals
- Mortgage & Income Reference
- Home and contents Insurance
- Landlord Insurance
- Building & Contents insurance
- Home Insurance
Summary
I work as a Senior Protection Adviser for Owl Financial, which specialises in financial protection for individuals and families across the UK. I joined the business in May 2019 and am qualified to advise on a wide range of cover options. Being better protected will have a significant positive impact in the event of serious injury, sickness or death. It’s a privilege to be able to help customers and their families, who can benefit from much needed cover in times of need.
We work with leading insurances providers – companies you can trust to be there should you have to make a claim. I’m based in Canary Wharf, London but my customer base stretches across the Whole of United Kingdom. Whilst I would typically meet all my customers in their homes, virtual meetings are now considered as another viable alternative for customer who would prefer this option. It’s quite straightforward and we can meet using Zoom, Teams, Skype or a similar package. The wonders of technology!
About Owl Financial: We’re part of Openwork, which is one of the UK’s largest networks of financial advisers. We have a nationwide network of over 1200 advisers supporting communities across the UK. Our ethos is very much customer focused; we’re committed to providing a service that surpasses expectations. You’ll find us friendly and easy to do business with. We operate to high standards of quality and are proud of the thousands of positive comments we get about the service provided by Advisers.
So, if you need financial protection advice, whether it’s personal cover for you or protection for your home or possessions, please get in touch. I’m here to help – there’s no obligation to buy.
Experience
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Openwork Limited
Senior Protection Advisor
- Current
Education History
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Bsc Business Studies Marketing
University of Bedfordshire
2011 - 2014
Interests and Hobbies
Football
Squash
Tennis
Movies
