Philip Roberts

What were the circumstances that caused you to initially look for a protection adviser?

Looking for protection that met my needs as other insurers could not.

How has Philip Roberts helped you?

Offered sound advice with simple explanations.

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for a protection adviser?

The purchase of our first home, and life insurance to accompany this.

How has Philip Roberts helped you?

Phillip discussed the available options and completed the questionnaire necessary to review these options. He was easy to get along with, highly knowledgeable, and an overall excellent representative of the company.

Have you seen the outcome you were hoping for?

Absolutely. I've obtained the requested coverage via an easy to manage and friendly process.

What could they have done better?

No negative notes; keep doing what you're doing.

What were the circumstances that caused you to initially look for a protection adviser?

Mortgage review and was advised to look over my protection an insurances.

How has Philip Roberts helped you?

Phil gave me the reassurance that I needed to review the policies I had an update then where necessary.

Have you seen the outcome you were hoping for?

Yes, definitely received advice I hadn't heard of before to protect my son.

What were the circumstances that caused you to initially look for a protection adviser?

I am retiring and probably moving to the country at some point over the next 12 to 18 months. I wanted some life cover with some additional services that provided me with access to a 24hour virtual doctor and other additional health related benefits.

How has Philip Roberts helped you?

He is a trusted and very knowledgeable adviser I have known for many years. He understood my protection needs and advised on a suitable cover for my needs.

Have you seen the outcome you were hoping for?

Yes as above he proved the required suitable cover for my needs.

What could they have done better?

I was very happy with the advice and service given, not sure how he could have done better.

What were the circumstances that caused you to initially look for a protection adviser?

Purchasing a new property

How has Philip Roberts helped you?

Philip has been great throughout my purchase journey. He has been patient through my process and has found the best cover to suit my partner and I.

Have you seen the outcome you were hoping for?

Yes, Philip was able to arrange the cover we wanted and even with a change in rates, Philip was able to find a deal that was even more appealing.

What could they have done better?

Nothing that i can think of. Philip was great, empathetic to our situation and gave sound advice that helped with out decision.