About Us

What is trust?

A Trust is a legal arrangement that allows you to leave money and things you own (your ‘assets’) to a person or people (the ‘beneficiaries’) when you die. A trust can be managed by family, friends or a solicitor (the ‘trustees’). All your assets put together form your ‘estate’. Your life insurance is an asset and can be put into a trust in the same way as anything else.

Why is it important to put your life insurance into trust?

Putting your life insurance in trust is a way of protecting the payout your loved ones could expect to claim if you were to die unexpectedly. A trust can separate your policy from the rest of your assets, protecting any potential pay-out from inheritance tax.

Key Benefits of Putting Life Insurance in Trust:

• Control: You determine who receives the pay-out and how it’s managed.
• Speed: Faster pay-out to beneficiaries, as probate delays are minimized.
• Tax Efficiency: Potentially reduces inheritance tax liability by keeping the policy out of your estate.

By placing your life insurance within a trust, you can ensure your wishes are fulfilled and your loved ones receive the benefits of your policy more quickly and efficiently.

We as expert protection advisers can help you navigate the process of setting up a trust for your life insurance and ensure it meets your unique needs.

Trusts are not regulated by the Financial Conduct Authority.

Let me tell you, life has been an adventure so far, but it feels complete right now!

I began my career as a chef, but after my daughter was born, I transitioned to be a Quality Inspector in construction to prioritize family time. This role offered a better work-life balance while I developed valuable skills. Watching my mum (Zita) work in the protection industry really inspired me. Witnessing her dedication to helping others motivated me to do the same. I started learning from her, and what began as simple curiosity, quickly turned into a real passion. Together with my mum Zita, and my sister Niki, we’re excited to begin this new chapter as a family. I’m honoured to be part of this team and to contribute to helping individuals and families secure their futures.

I’m a proud father of three beautiful children. Family is everything to me, knowing they are safe and protected is my top priority. We are an active family, always exploring the UK or if we can abroad. You might spot us on a weekend hike, with Toby (our office CBO) joining the fun! When I’m not chasing kids or enjoying married life with my wife, I try to indulge in my passion for fishing. I’m more of a fair-weather fisherman, though – sunshine is a must! I believe in the importance of creating a positive atmosphere wherever I go. A smile is a simple yet powerful gift, and I find deep fulfilment in using my kindness to make a positive impact on the lives of others.

The world is always changing, and I see it as an exciting opportunity for personal and professional growth.

My journey in helping people find the right insurance solutions began in 2017. It’s not just a job – it’s about giving people peace of mind. My path to becoming a protection advisor has been diverse and enriching, providing me with a unique blend of skills and experiences. Prior to entering this field, I worked in the beauty industry, in 2009 I graduated with a degree in Social Educator, which deepened my understanding of human behaviour and needs, and fuelled my passion for helping others. I further developed this passion through my work in media as a sales and marketing representative, where I learned to effectively communicate and understand client needs. These roles all shared a common thread: a genuine desire to help people, which ultimately led me to the insurance industry. I am proud of my professional development, including being recognized as ‘Advisor of the Year’ several times at the previous companies I have worked for. While these awards are valuable, the greatest satisfaction comes from knowing I’ve helped over 1500 satisfied customers and successfully processed many claims in past years. These successes continue to motivate me to work even harder for my clients.

As a proud mum of four, and grandma of three, I understand the importance of family security. Living in the UK as a Hungarian national taught me the value of having the right protection in place. Speaking of family, I’m incredibly proud of Niki and David, and feel very fortunate to have the opportunity to work alongside my children. It’s a true blessing! Outside of work, I cherish adventures with my family and Bobbie (Our Head of Pawsitive vibes). We love exploring the world, cycling through nature, and relaxing with a good book. I believe in continuous learning and embracing change. It’s this positive outlook that allows me to find the best solutions for my clients and navigate any challenge with confidence.

Life is an exciting adventure full of surprises! I’m on a mission to chase my dreams and explore new opportunities with my family right by my side.

In 2018, I graduated with a degree in Psychology. I tried my hand at various roles in recruitment and sales, learning a lot along the way. However, it wasn’t until I became a mortgage adviser that I found my true calling. I’ve always wanted to help people and make a difference in their lives and this profession allows me to do just that. This profession resonates with me, and I love what I do every single day. Since the beginning of 2021, I’ve had the privilege of helping individuals and families achieve their homeownership dreams. As a homeowner myself, I understand the mix of excitement and uncertainty that comes with buying a house.

I live with my wonderful fiancé, and cherish spending quality time with him and our amazing families. We love cooking together and going on fun date nights to explore new restaurants or just enjoy a cosy evening at home. We also enjoy going for long walks nearly every day. In my leisure time, I love traveling to new destinations and creating lasting memories. Besides being their business partner I’m a proud sister to David and daughter to the amazing Zita!