The Rising Stars of Protection: Kelly Bird

“We're trying to bring a bit of light-heartedness to protection”

John Brazier
clock • 6 min read

COVER speaks to Kelly Bird from Protex Financial about her experiences so far as a protection adviser and the wider industry.

Kelly Bird is principal and protection adviser at Protex Financial. Launched in May 2021 with partner Simon Walton, the broker offers insurance, mortgage and general insurance advice. "We wanted to make a young vibe, quite fun and fresh, because we want to attract the younger generation as both clients and potential people to bring into this part of our team in the future," she explains. COVER talks to Kelly about making protection more tangible for consumers, creating more education for general public about the range of protection products available, and taking an unconventional rout...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

Signing off 2024

Signing off 2024

See you in 2025

Cameron Roberts
clock 23 December 2024 • 2 min read
The COVER Review: Looking back on 2024

The COVER Review: Looking back on 2024

Top trends from the year

COVER
clock 23 December 2024 • 1 min read
Demand for protection and health to rise in 2025: The Exeter

Demand for protection and health to rise in 2025: The Exeter

Survey from The Exeter

Cameron Roberts
clock 20 December 2024 • 2 min read