were starting to become both quite confusing and expensive. If I'm being honest, we were struggling to cut through the c
how we help our clients
personal protection planning At Mitten Clarke Wealth Management we’re passionate about helping you to protect the things which matter most to you. Our personal protection planning allows you to live comfortably, reassured in the knowledge that we have both you and your family covered.
challenge
service & solution
benefit
Over the years, Bob and Sandra Bushby had accumulated a number of life, critical illness and income protection policies. Prior to our involvement they had a total of 11 different protection policies and didn’t know what benefit these plans were providing and in fact, if they needed them at all.
Getting the right protection policies in place can be both an arduous and time consuming task. Our team began by speaking to the policy providers to understand the policies and building a detailed plan of what each plan gave to them.
It’s impossible to predict the future, however we gave them reassurance that they were covered for every eventuality. By reducing the number of plans from 11 down to 6, we reduced the amount that Bob and Sandra were paying on a monthly basis by more than half.
We fully understood that we needed protection plans in place, however, over the years we seemed to acquire quite a few different policies, which were starting to become both quite confusing and expensive. If I’m being honest, we were struggling to cut through the clutter and this is why we got in touch with Paul. Bob & Sandra Bushby
The next stage was to discuss the benefits of each policy with our clients and find out what protection plans they actually required. We built a personal plan that covered every eventuality for Bob and Sandra. During the process we cancelled several of their previous policies and replaced these with a tailored solution that provided them with complete transparency.
[email protected] 01782 279615
Without Paul and his team, we would still be paying a significant sum on various policies. Paul very quickly understood our situation and concerns, and built a personal policy plan that not only catered for every eventuality but also saved us a huge amount each year – which is a great bonus. Bob & Sandra Bushby
mittenclarkewm.co.uk
