Our Team, Shortlists, and how advisers can help you not worry about money at a time when you should worry about everything but.
In this entry I wanted to share with you some more exciting news…
After us being recently shortlisted for our recent use of technology one of our team is up for another award.
Richard Earl, who joined our business last year, has been shortlisted for the FT life and pension awards ‘protection adviser of the year’ gong.
In our business, and I’m sure in many businesses across the land we’ve got a small team of people each with their own specialist skills and expertise. Not only does Richard have fantastic long term relationships with his clients he is also the absolute business in ensuring that in the event of the unforeseen and the most unfortunate happening he has ensured that the last thing they need to worry about is money.
However too often when a family loses a loved one, or a family member suffers from a critical illness (or becomes unable to work for a long time due to sickness) then money becomes the greatest worry when the grieving process (or the healing process) should be the immediate concern.
Often the work we all do protecting families in the event of these events is too often overlooked.
That’s why we’re so pleased that Richard has been recognised for the great work he does on behalf of his clients.
Now Rich hasn’t won yet (he’s got his interview today – feel free to wish him luck) and we’ll make sure we let you know how he gets on!
However we wanted to share the fact that Richard has made the shortlist and recognise the hard work he does (and as a profession we all do) in helping clients ensure that if misfortune occurs families are financially protected.
Good Luck Rich!

