Caroline Wilson - Client Executive for Protection Products

01/07/2022

Important information for Business Owners, excellently presented by Caroline Wilson, Executive for Corporate and Personal Protection with Partners&. at...

30/06/2022

Look like a headmistress 🤦‍♀️ however very proud to work for this company :)

👋 Meet Caroline Wilson!

Q: What’s your role and specialist area?
A: I am a Client Executive and I specialise in Personal and Business Protection.

Q: How long have you worked in the industry?
A: 2 years

Q: What’s the best thing about your job?
A: There is so much, the main reason is that it helps to prepare people financially when the worst happens to business partners and loved ones. It’s a very important class of insurance. I get to help businesses and individuals every day and I love that. I also love my team and working for a company that really does look after people (clients and employees).

Q: Tell us how you’ve helped a client recently?
A: I had a client who had some exemptions on their policies, which were due to a family history of cancer. This was worrying to them as it wasn’t hereditary, and they couldn’t understand why they were being affected. The client asked me to review the policy and see what I could do. With my knowledge of providers and the medical conditions I did some research and found a provider that would not put exemptions in place and would offer the cover for these conditions. The client was so grateful, and it was a pleasure to have helped them.

Q: Favourite book/album?
A: This is a hard one, I don’t have a favourite album, but I love the Killers and I’m seeing them in concert this month!

Find out more about business protection insurance here 👉http://ow.ly/IpV950JLoyv

08/06/2022

Educating the office today :)

26/05/2022

So these arrived today! Very happy me 🙂

13/05/2022

I have been quiet recently. The weeks have flown by and it’s been extremely busy.

This means more people are getting the protection they need for their business and families.

This week I managed to get some cover for a lady who had exemptions in her current policy. Now she no longer has those exemptions and is fully covered, giving her peace of mind.

Have a great weekend!

28/01/2022

Well what a day! Started at 6.30am and finished and 7pm…BNI Pilgrim 8th birthday, which makes me proud. The support these businesses give each other both financially and emotionally is incredible. They are a great team and makes it worth getting up for 5.30am every Friday!

Followed by a great lunch with the samphire club, meeting new people and having great conversations.

Meetings and calls in between and ending with a great get together with the law society peeps.

I just love being part of the Plymouth Business community.

Darren Butcher Kelly Thomas Jonathan Keable Deanne Straker Jon Rosevear Steve Gyseman Corben Fice Warren Hewings Matthew Massey Lewis Dutson Ross Dent Matthew Neale Ben Houston Mark Hannaford John Harvey Ollie Jackman James Walsh Martyn King Ross Elwell Samantha Kerswill Michael Hallam Victoria Bolt

BELLA DOLCI did a wonderful job with the cake

12/01/2022

Happy New year! I know a little late, however we have had a house full of covid for quite some time now.

I hope you all had a good break and are ready to hit 2022 with a bang. It is the perfect time of year to sort your protection out, either have your current policies reviewed or to get advise on making sure you have policies in place for Financial protection, shopuld the worst happen!

Give me a call on 07967150275, I will come and visit you at your place of business or your home and we can have a chat.

30/12/2021

Just a quick thank you to all of my clients, new and existing for the support. 2021 has been great in so many ways and hopefully an even better 2022!

Steve Gyseman, Martyn King and team Fuel Communications you are fab with the marketing support you have offered.

I’m the richest person in the world with friendship and love. I have such an amazing support network and everyone in my life I cherish dearly.

For those who have had it tough, stay strong you got this, I wish a better coming year for you. For those who have had the best, keep at it, you have also got this!



Happy New year from me to you 💗

25/12/2021

Happy Christmas from my family to yours. Thank you to all of my clients past and present 🥰

16/12/2021

Some like working from home, others not so much! I am one of those people who does not. I feel lucky to have choices, however I am a social butterfly!

I’m currently at the Shirley valentine stage, however I am talking to myself and not my microwave! 😂