Best new protection adviser firm
The criteria
Entries were invited from companies who have entered the protection advice space in the past 24 months and can demonstrate how they have grown their business, built a client base and provided excellent protection advice.
Shortlist:
3 PILLARS FINANCIAL PLANNING (HIGHLY COMMENDED)
FLUENT MONEY
THE PROTECTION PARENT
HOORAY HEALTH & PROTECTION
THAT’S LIFE INSURANCE
Sponsored by:
winner
THAT’S LIFE INSURANCE
Why they won
The winner has achieved significant volumes of written business and 5 Star TrustPilot reviews in a short space of time. Excellent persistency rates so far reflect their emphasis on continued client support.
