In this episode of Just Covered, we meet David Mead, founder of multi-award-winning protection specialist, Future Proof. From humble beginnings, David started Future Proof in 2011, and in their early days they began managing orphan clients for a major provider that closed. By 2018, St. James’s Place (SJP) had acquired them, and today, they’ve handled over 25,000 referrals from over 2,600 advisers. He also now sits as Head of Protection for SJP. We dig into his journey, the organic growth of h...
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In this episode of Just Covered, we meet David Mead, founder of multi-award-winning protection specialist, Future Proof. From humble beginnings, David started Future Proof in 2011, and in their early days they began managing orphan clients for a major provider that closed. By 2018, St. James’s Place (SJP) had acquired them, and today, they’ve handled over 25,000 referrals from over 2,600 advisers. He also now sits as Head of Protection for SJP. We dig into his journey, the organic growth of h...
Stuart Borthwick | Doing the right thing: Customer care, community and forging real client relationships
Just Covered
45 minutes
4 months ago
Stuart Borthwick | Doing the right thing: Customer care, community and forging real client relationships
Stuart Borthwick | Doing the right thing: Customer care, community and forging real client relationships In this episode of Just Covered, we meet Stuart Borthwick from Dartmoor Financial LLP – an adviser working in mortgage, equity release and estate planning for over 20 years, and specialist in later life lending. Working for a family-run, independent firm operating on the edge of Dartmoor, Stuart has a unique story. But what comes across most during our 45-minute chat is his genuine passion...
Just Covered
In this episode of Just Covered, we meet David Mead, founder of multi-award-winning protection specialist, Future Proof. From humble beginnings, David started Future Proof in 2011, and in their early days they began managing orphan clients for a major provider that closed. By 2018, St. James’s Place (SJP) had acquired them, and today, they’ve handled over 25,000 referrals from over 2,600 advisers. He also now sits as Head of Protection for SJP. We dig into his journey, the organic growth of h...
