"In much the same way you would refer to an equity release specialist if you had a case, we are keen for firms to refer to protection specialists."
- Phil Davies, The Right Mortgage & Protection Network’s Protection Development Team Member
Prior to this appointment, Phil Davies served as a Financial Adviser at Lloyds Bank – starting on the pension investment desk in 2004 before switching to protection. He will now work with The Right Mortgage & Protection Network’s Appointed Representative (AR) firms to boost protection sales and help those wishing to set up dedicated referral partners.
He will also continue as Company Director of Mortgage Sure Ltd, which is already within The Right Mortgage & Protection Network. Established in 2015, the firm specialises in protection as well as the provision of mortgage advice.
“There’s a key reason why we have protection within the name of the network and that’s because we consider it on a par with mortgage advice provision, as we know it can make a huge difference to customers, but also to those firms that make the most of the opportunity,” explained Amanda Wilson, Director at The Right Mortgage & Protection Network.
“This is why we’re now working with Phil to use his expertise and process to help support our other AR firms to ensure they boost their protection volumes themselves. Or they set up a referral strategy which will allow them to meet their responsibilities and ensure their customers get the advice they need,” she concluded.
