Susan Wilmot Rowe

“Sam’s passion for protection is forefront of everything she does, she was very understanding of my time scales and worked with me and my business budget to understand how best I could protect my income if I was unable to work in the future. She also advised that as a limited company I could structure the protection through my business and claim 19% against my corporation tax.

The detail she went into to understand my circumstances to tailor her advice was in depth, she also looked into my existing products to confirm what protection I already had. We then looked at the variations available and she was able to ask additional questions to the insurance company to ensure we got the right solution for me.

I now feel safe and secure that should I not be able to work in the future I will be able to cover my bills.

I have also referred Sam to an associate of mine who had a complex medical history and she has been very helpful.”  Sue Wilmot-Rowe Director of SWR Equity Release Services Limited

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