2023 Individual Advisers Awards
AWARDs, SHORTLISTS & winners
BEST CLAIM CASE STUDY BY AN ADVISER
in association with
SHORTLIST
Johan Kruger – Kind Financial Services
Aaron Anderson – Umbrella Protect
Paul Reed – Vita
WINNER
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PAUL REED – VITA Vita supported their client at a time when their injury and a language barrier meant that facilitating the claim themselves would be difficult. Their intervention meant the claim was paid in a timely manner much to their clients delight. |
Collected by Barry Pappin – Vita
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BEST USE OF VIDEO SOCIAL MEDIA BY AN ADVISER
SHORTLIST
Kelly Bird – Protex Financial
Simon Walton – Protex Financial
Karla Edwards – The Protection Parent
Nicola Huxley – Sphere Financial Services
WINNER
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KARLA EDWARDS – THE PROTECTION PARENT Karla has been at the forefront of social media communications for a number of years. Her progression from Instagram and Tik Tok videos to podcasts has undoubtedly touched a new audience for the protection industry. |
Collected by Emma Vaughan – SimplyBiz
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BEST USE OF STATIC SOCIAL MEDIA BY AN ADVISER
SHORTLIST
Kelly Bird – Protex Financial
Laura Tilbury – Just Mortgages
Lee Thomas – Pangea Lifea
WINNER
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LEE THOMAS – PANGEA LIFE Lee has produced a range of impactful posts covering a wide range of topics not often discussed by advisers. His focus on protecting businesses and producing relatable content is refreshing. |
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OUTSTANDING NEW PROTECTION ADVISER (INDIVIDUAL - ENTERED THE INDUSTRY IN LAST 24 MONTHS)
in association with
SHORTLIST
Hanna McKallip – Premier Plus
Andrew Russell – Mortgage Quest Royston
Jack Grigg – Nepcote Financial
Katy Davies – Henry Dannell Private Clients
Kelly Bird – Protex Financial
Alexander Jenkins – London & Country
HIGHLY COMMENDED
Hanna McKallip – Premier Plus
WINNER
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KATY DAVIES – HENRY DANNELL PRIVATE CLIENTS Katy highlighted their passion for protection and dedication to their clients from initial meeting through to claim. She received her first claim within 6 months of being in the industry and supported her client through the entire claim process to ensure that all claims were paid in a timely manner. |
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BEST PROTECTION ADMINISTRATOR/SUPPORT STAFF
SHORTLIST
Tayler Cherrett – Pangea Life
Anita Rowden – London & Country
Pam Brown Mortgages admin team
Kamil Wiklinki – Umbrella Protect
WINNER
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ANITA ROWDEN – LONDON & COUNTRY Anita received outstanding testimonials and demonstrated exceptional commitment in leading a pre-underwriting research project. |
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OUTSTANDING TRAINING & DEVELOPMENT LEADER
SHORTLIST
Simon Walton – Protex Financial
Matt Chapman – The Protection Coach
Lewis Breach – FutureProof
Abby Carr – London & Country
Karla Edwards – The Protection Parent
HIGHLY COMMENDED
Lewis Breach – FutureProof
WINNER
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MATT CHAPMAN – THE PROTECTION COACH Matt infuses everything he does with a blend of passion and expertise. His unwavering dedication to conveying the benefits of protection and providing coaching is truly commendable. |
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