What my clients say

Testimonials

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Happy clients

“Angela has helped me more than anyone else with protection – the protection market, its products and their various nuances. Her understanding of the subject matter is cavernous and her ability to convey this to those she helps is uncanny because you learn without realising that you are. Angela’s mastery of the pithy, pertinent story, and having one for each occasion, is brilliant. So natural but when you try to tell one, or regurgitate one of hers, without having the story locked into your own grey matter you realise her skill.

I wouldn’t hesitate to recommend Angela Davidson’s protection coaching skills to anyone who knows they’re not making the most of opportunities in what is still the foundation of financial planning.

As a result of her help I gained confidence in the subject and was able to meet company requirements to advise clients about mortgage protection along with their mortgage product.   This improved my income levels and the company targets were met. 

I would recommend Angela, she has an excellent ability to explain, train and coach to a very high level.”

Fergus Westwood

Chartered Wealth Manager - Clayton Dene Financial Planning

“Having been lucky enough to have dealt with Angela Davidson over my many years within the industry, I can confidently say that she is one of the best development consultants within the financial sector that I have had the pleasure of working with.

 Angela has a true passion for protection which supplements her understanding of the client’s requirements, combining this with years of hands on experience & sales ability allows Angela to train & develop advisers no matter what their experience is – personally I will happily admit that our current protection sales volume & conversion has most definitely been boosted dramatically through utilising Angela’s services over the years.

 Thank you Angela for all your help with the development of my business – I’m sure we’ll be touching base soon to discuss our future plans & where you fit into them.”

Ian Atkinson

Senior Mortgage Specialist & Financial Protection Expert - First Rate Mortgages

“Angela Davidson was a wealth of knowledge for me. I was learning a new role advising on mortgage protection and she supported me through my learning process. She was so dedicated, she came to my home using her own time to help me due to my busy work schedule.

As a result of her help I gained confidence in the subject and was able to meet company requirements to advise clients about mortgage protection along with their mortgage product.   This improved my income levels and the company targets were met. 

I would recommend Angela, she has an excellent ability to explain, train and coach to a very high level.”

Helen grey

Underwriter - 1st Stop Car Finance

“Angela Davidson is a very knowledgeable protection specialist who takes time to get to know her clients and gives straight-talking advice using language that doesn’t baffle.

When I was looking to for protection training for a member of my team, Angela was the first person I turned to having had her amazing support as a business development manager with a leading life assurance company. She had done so with great skill and care and, consequently, helped my business increase our protection sales.

Angela is a friendly person and has a manner which makes you leave each appointment reassured of the importance of protection and with a sense of optimism.

I would not hesitate to recommend Angela for the excellent advice and support she has provided me and my team.”

Mark Hardy

Mortgage and Protection Business owner
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