Your Protection Experts
We deal predominately over the phone, and sometimes it’s nice to be able to put a face to the name.
Our team are here to help you with your life assurance/protection needs.
Please call 02382 352 500 or email us at info@reallifeadvice.co.uk for a no-cost initial conversation.
Meet some of our key advisors:
Steve Johnson
Director
Role: New Business Acquisition & Marketing.
Over 35 years of Financial Services experience.
Nic Hopkins
Director
Role: B2B Relationship & Operations.
Over 35 years of Financial Services experience.
Simon James
Protection Adviser
Role: Advises on Business & Individual Protection.
Providing Mortgage & Protection Advice since 2005.
Anthony Bonnett
Protection Adviser
Role: Advises on Individual Protection.
Providing Protection Advice since 2017.
Ellie Slater
Client Services Team Leader
Role: Administration, Case Management & Client Support.
Financial services administration since 2016.
Alex Forbes
Client Services Administrator
Role: Administration, Case Management & Client Support.
Financial services administration 2018.
Stephanie Davey
Protection Adviser
Role: Advises on Individual Protection
Helping clients with Protection since 2017
Adam Winkworth
Protection Adviser
Role: Advises on Individual Protection
Working in Financial Services since 2019
Tailored Solutions:
We understand that everyone’s circumstances are different. At Real Life Advice we specialise in providing financial security for clients. This means that we guide you through what can be a complex process and ensure you get the most suitable cover at a monthly outlay you can afford.
Protection:
We specialise in Life, Critical Illness and Income Protection Insurance. We don’t offer advice on investments or pensions. As experts in our industry we are in a position to provide tailored advice from our caring staff who are dedicated to helping you prepare financially for the potential challenges that life might present to you and your loved ones.
Our commitment to you:
- We will treat you as an individual.
- We won’t sell to you – we will ask a number of questions that enable us to fully understand your circumstances, needs and budget and we will provide tailored recommendations.
- Your personal information will always be treated in the strictest of confidence.
- We won’t charge you a fee, we are paid by the product providers for the work we do.
- From time to time or when requested by you, we will get in touch to review your protection needs and ensure your policies remain suitable. Where necessary we will make further recommendations to reflect any changes to your circumstances.
- We aim to be professional and courteous at all times.
- We encourage you to give us feedback as we believe it helps us continue to improve what we do as a business.
