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Best protection advice from a mortgage Firm

The criteria

Demonstration by a mortgage broker of how protection advice is embedded into their processes, how they ensure protection is discussed with every client (and that discussion is followed through) and how protection plays a role in their ongoing servicing of clients.

Sponsored by


Plus Financial

Why Plus Financial won

Helping people understand that without an income, no mortgage is affordable is vital to successful protection conversations. Plus Financial ensure every mortgage broker in their firm embeds protection conversations as part of their mortgage advice process and educates their clients on the risks to their property and wider finances should anything happen to them. 

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