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Personal Touch member advises protection campaign

by Kevin Rose
27 November 2014
Personal Touch member advises protection campaign
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sevenfamilies

Roger Crockford, principal of Financial Connections Wealth Management has been selected to provide financial advice to one of the seven families taking part in the protection-focused charity campaign Seven Families. 

Crockford has been in financial services for 27 years and was one of the first advisers to qualify as a Chartered Financial Planner and more recently a Certified Financial Planner.  Also a Fellow of the Personal Finance Society, he set up his wealth management business in 2006 when he joined Personal Touch.

Seven Families is a charity-led campaign to raise public awareness of the financial impact of long-term illness or disability. The campaign, which is backed by some of the biggest companies in the UK, will provide financial support for one year to the breadwinners of seven families who are currently unable to work through ill health or accident. Each family will be provided with basic financial guidance from a volunteering adviser, with Crockford one of the first advisers to be announced.

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The families are based in different parts of the country, come from various backgrounds and are experiencing the impacts of a range of different health conditions and injuries.

Charlotte Power, senior protection manager at Personal Touch, said: “From the early days when the Seven Families initiative started, we knew we wanted to be part of this fantastic campaign. The work they are doing is really helping to change the perception of income protection and allows more people to understand the importance of having cover in place.

“Throughout 2014, we have been working closely with our members to create a focus on income protection and providing holistic advice through a number of successful workshops.

“It’s great to start seeing the families being announced and see how the campaign is making a difference to the families’ lives. We are extremely pleased Roger has agreed to be part of the initiative and provide quality advice to one of the seven families as he has such impressive knowledge and industry experience to really add maximum value.”

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