Case Studies

Badly mis-sold, and policy compromised

BackgroundHaving made arrangements via another broker (no longer trading), a lady contacted us for help.  She’d been diagnosed with cancer […]

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Occupation mis-represented by broker

BackgroundA gentleman who works over 6 months of the year at sea in a moderately dangerous job  approached us to […]

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Not all Income Protection is the same

BackgroundWe were asked to review an Income Protection policy to identify if it represented good value.  At first glance the […]

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Vital medical information not recorded by broker

BackgroundA gentleman contacted us having very recently arranged Life Insurance elsewhere.  He explained how he’d provided his broker with very […]

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Hobby mis-represented. Policy compromised

BackgroundWe were asked to arrange Income Protection for a gentleman who enjoys rock climbing, abseiling, bouldering, scrambling, mountaineering and ice […]

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A £5pm saving cost £595,000 Life Insurance

BackgroundHaving been notified by an insurer that a direct debit for a policy we’d arranged had been cancelled, we called […]

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