Category: podcast

Don’t Forget Protection

Hi everyone, this week Roy interviews Lee Robertson from Octo Members. Lee and Roy have an extensive chat about wealth management, protection insurance, signposting and more. Lee has built a platform that allows advisers, from many areas within financial services, to join together to share their knowledge. This private community is focused upon bringing together experts [...]
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Alan Knowles – A Masterclass in Income Protection

Hi everyone, this week I am speaking with Alan Knowles, husband, co director of Cura Financial Services, Chair of the PDG and the 2020 winner of the Protection Review’s Protection Adviser of the Year. Alan is doing an income protection masterclass, talking about how versatile these policies are and how they can sometimes have a [...]
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