Client comes for mortgage advice but leaves with a lot more

When one of Hazel Doherty’s clients came to see her for some mortgage advice, she didn’t expect to find out she could get a payment from her critical illness cover.   

Struggling to makes ends meet

A few years ago, a client came to see Hazel at John Doherty IFS regarding a two-year mortgage. While asking the client for her payslips, the client broke down in tears, and explained to Hazel that she’d had to leave work due to her child having cancer. She’d been really struggling to make ends meet.

Helpful advice

Hazel asked her whether she knew that her life with critical illness cover also protected her child. The client was totally unaware, so Hazel immediately started the claim.

Great news

A few weeks later, the payments came through and the extra money allowed the client to take her child on holiday, pay off some of the mortgage and help her get back to work.

Icing on the cake

A few months ago, the client popped in to see Hazel and gave her the greatest news ever – her son had reached a milestone, he’d been cancer free for 2 years. She said it was like winning the lottery!

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Going above the call of duty

When a family was going through a difficult time, Adviser Monica Bradley visited the client in hospital to remove the burden of getting the estate in order to ensure the family got the financial support they needed.

Hero goes the extra mile to protect family

After dozens of phone calls and emails to the insurers and doctors, Rob Gill of Intrinsic House Ltd got his client the  pay out they needed.

‘Trust me, I know the importance of cover’

Adviser Joe Childes knows only too well the value of protection. He witnessed his mother working two jobs to keep the roof over their heads after his father died. Discover how he uses this experience to bring to life the importance of protection for his clients.   

Are you our next Hero in the Middle?

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