Greg Robinson

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

Although I have always had a deep interest in investing, personal finance, and trading, I have not always worked in the financial services industry. After graduating, I spent the first twenty years of my career working as a freelance IT consultant, before finally deciding to jump ship to follow my true passion and retrain in financial services. As well as my degree, I now hold a Level 4 Investment Advice Diploma from the Chartered Institute For Securities & Investments (CISI). I initially worked as an investment director, writing articles about personal and alternative finance issues for independent financial publishers in the UK.

In addition, I also advised subscribers about specific cash flow producing opportunities and ran regulated trading services utilising equities and stock options. Realising that I wanted to help people more directly, I established a training company to teach retail investors how to invest for income using stock options. This proved to be a great success and I worked personally with over 200 clients to teach them the skills needed.

However nowadays, my full focus is directed towards working with my clients to help them achieve their retirement, investment, and protection goals through bespoke financial planning.

I believe that my life experience, extensive financial knowledge, and an ability to truly understand a client's needs, are a winning combination. I live in beautiful North Yorkshire and am married with a young daughter.

When not working I enjoy walking, snowboarding, sailing, travelling, and socialising with friends and family.