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We help you choose protection products to look after the important things in life.
Life is full of unexpected twists and turns, and making sure you are prepared for whatever comes your way is all part of making a robust financial plan. By protecting the people and possessions you value most, you help keep unexpected financial hardship at bay.
We take time to consider all your circumstances and financial obligations before advising on solutions to help protect you and your family from unexpected financial loss. From life insurance and critical illness cover to valuable income protection insurance, our expert team will help you enjoy real peace of mind.
Specialist Protection Adviser
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Kathryn Morgan-Jones has been with 75point3 since October 2018, bringing over 17 years of experience from Barclays, where she started in Accounts and rose to Assistant Manager.
In her role as Protection Consultant, Kathryn specialises in assessing clients’ individual needs to offer tailored advice and recommend suitable insurance products that protect families and finances against unforeseen events.
Kathryn has demonstrated her dedication to professional growth by completing several exams, including RO1, CF6, R05, R03, and R02, as part of her pursuit towards achieving the Diploma in Regulated Financial Planning - aiming to achieve this by the end of 2025.
Mortgage and Protection Adviser
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Ffion’s years in financial services have seen her pass advanced exams in mortgages, qualifying her to discuss all aspects of mortgage planning including house purchases, remortgages, buy to let, commercial mortgages and debt consolidation.
She has particular in-depth knowledge of affordable housing and the planning restrictions and conditions placed on local housing. She also advises on protection products including life insurance, critical illness and income protection, and is a Welsh speaker who is able to offer a bilingual service.
Mortgage and Protection Adviser
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David has worked in financial services for many years, and is qualified to discuss all aspects of mortgage planning including house purchases, remortgages, buy to let, commercial mortgages and debt consolidation.
David is also qualified to provide advice for clients in later life who want to release value from their home via an equity release mortgage or home reversion plan. His advice is based on the whole of the mortgage market, with this independence allowing him to make sure that not only does he deliver suitable advice for each client, but that he is also able to secure the most competitive deals available.
Mortgage and Protection Adviser
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Sandra’s qualifications enable her to discuss all aspects of mortgage planning including house purchases, remortgages, buy to let and debt consolidation, and she has been advising clients in these areas for several years. She draws on the whole of the mortgage market when giving her advice, and feels this independence allows her to make sure that not only does she provide appropriate support to each client, but she is also able to secure the most competitive deals.
Sandra works closely with clients, builders and estate agents, and also advises clients on protection products including life insurance, critical illness and income protection. She is also a Welsh speaker, and is therefore able to offer a bilingual service.
Mortgage and Protection Adviser
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Nisha’s experience in financial services includes passing mortgage exams that qualify her to discuss all aspects of mortgage planning. This includes house purchases, remortgages, buy to let, commercial mortgages and debt consolidation.
Nisha refers to the whole of the mortgage market when providing advice, and is committed to delivering advice appropriate to each client while also securing the most competitive deals available. She also advises on protection products including life insurance, critical illness and income protection.
Our status as Chartered Financial Planners demonstrates our commitment to the highest standards of excellence.
Our status as Chartered Financial Planners demonstrates our commitment to the highest standards of excellence.
