We sit down with the Protection Advice Woman of the Year to hear what she thinks mortgage advisers can be doing to protect more clients

Location: London
Products you advise on: I advise on personal protection, business protection and private medical insurance (PMI).
Typical client profile: I specialise in protection advice and receive referrals from professional services firms such as accountants and solicitors. Therefore I tend to see quite complex protection cases, typically larger cases, with clients generally being slightly older.
How do you incorporate protection into mortgage conversations? Alongside running Heath…


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