Rob Wilson – 07950 979 002 | rob.wilson@therightbroker.co.uk
I love helping my clients through the mortgage process, no matter the complexity, and try to make it as stress free as possible for them whilst holding their hand every step of the way.
My main passion in that process is protection insurance and making sure you and your family are covered if you become ill, can’t work due to illness or injury, or the worst happens. I pride myself on my holistic approach by offering bespoke solutions to my clients by looking at their individual circumstances rather than a one size fits all approach.
The final part of this process where I can assist my clients is in offering buildings and contents insurance and ensuring that if something goes wrong your home and your possessions are protected.
I also advise my clients with their business protection requirements including shareholder protection, keyperson cover, loan protection and relevant life cover.
As with the mortgage process I try to simplify this to make the process easy to understand and ensure business owners know exactly what they are covered against.
On top of this, I also offer advice on Private Medical Insurance for individuals and businesses and help them understand the variety of options available under these policies again ensuring that cover is bespoke to each client
Location
I am based in Wakefield, West Yorkshire and offer in-person appointments within a 100-mile radius.
Additionally, I offer Zoom/Teams or telephone appointments countrywide.
I have clients as far north as John o’ Groats and as far south as Land’s End. If you’re in the UK, I would love to help you.
Experience
I’ve been in the financial services industry for nearly 10 years and the main reason for that is my passion to help others.
How I can help you
I work my diary around my clients, so if late evenings or weekends are the only available times for you then that’s not a problem.
Contact Details
Mobile: 07950 979002
Email: rob.wilson@therightbroker.co.uk