Best protection advice from a wealth firm
The criteria
Demonstration by a wealth firm of how they increased the amount of protection sales in their business, how they ensure protection is discussed with every client (and that the discussion is followed through) and how protection plays a role in their ongoing servicing of clients. Entry to be supported by statistics to explain split of business and how protection sales have increased.
Shortlist:
MONEY HONEY FINANCIAL PLANNING
SCRUTTON BLAND
TRUE POTENTIAL WEALTH MANAGEMENT
Sponsored by:
winner
MONEY HONEY FINANCIAL PLANNING
Why they won
Truly committed to holistic advice and acknowleding the importance of protection alongside wealth and financial planning. Making full use of cashflow modelling to identify protection needs and placing business specifically with the quality of cover in mind, this firm are a model for how wealth adviser could and should approach protection.
