Meet the Team
“As an experienced and dedicated Life Insurance and Income Protection Adviser in Hitchin, I am committed to helping individuals and families protect their financial futures in the face of life’s uncertainties.”
Samantha Wilson
Protection Specialist in Hitchin
My role at Fortune Financial
As an experienced and dedicated Life Insurance and Income Protection Adviser in Hitchin, I am committed to helping individuals and families protect their financial futures in the face of life’s uncertainties.
With a deep understanding of the insurance landscape and a strong focus on customer service, my goal is to empower clients with the knowledge and tools they need to make informed decisions about safeguarding their health, income, and loved ones.
With my experience in the financial services industry, I have honed my expertise in assessing client needs and offering customised protection strategies. Whether you're a young professional just starting your career, a growing family looking to secure your future, or someone nearing retirement who wants to ensure long-term peace of mind, I am here to guide you every step of the way.
Based at our Hitchin office, I specialise in providing comprehensive advice on a range of life insurance products, including:
- Level term life
- Decreasing term life
- Whole of life
- Critical illness coverage
Additionally, I focus on income protection policies, which offer crucial financial support in the event of illness or injury that might prevent you from working.
Customer Focussed Financial Protection Services
My goal is to ensure that my clients are not only protected in the event of an unexpected health crisis but that they also have the financial resilience to continue their lives without disruption.
A key part of my approach is taking the time to truly understand each client’s unique situation. I ask the right questions and listen carefully to identify your priorities and goals. From there, I work to design a solution that balances affordability with comprehensive coverage, ensuring your insurance plan works seamlessly with your broader financial plan.
I also place great emphasis on education. Insurance can often feel complex, with a variety of options and terms that may seem confusing. That’s why I strive to simplify the process, explaining policies in clear, straightforward language so you can feel confident in the choices you make. I believe that informed clients are empowered clients, and I take great pride in providing that clarity.
In addition to my expertise in life insurance and income protection, I am also highly committed to providing ongoing support. Life circumstances change, and so do your insurance needs. Whether it's a change in health, a new addition to the family, or a shift in your career, I am here to ensure your coverage continues to meet your needs as they evolve over time.
Financial Protection Services you can Trust
What sets me apart is my genuine passion for helping people secure the financial protection they need. My clients appreciate my honest, transparent approach and the personalised attention they receive throughout the process – from initial consultation through to claims support. I aim to build long-lasting relationships with every client, ensuring they feel confident and well-cared for every step of the way.
If you’re looking to protect your family’s future or ensure your income is safeguarded against the unexpected, I’d be honoured to help you navigate your options and find the right insurance coverage.
Let’s work together to create a plan that brings you peace of mind and financial security, no matter what life throws your way.
“Rachel, Gemma & Cade helped with my Buy to Let Mortgage, they are very dedicated and helpful. Thank you for being so wonderful and gracious to me during the entire process! Thank you from the bottom of my heart for all of you. It has been a pleasure to work with all of you!”
“Mark, Gemma and the team helped me secure my mortgage on my first home. What I thought was going to be a stressful process, any worry was eased with the brilliant communication and knowledge at each stage. Extremely thankful for the excellent service, would highly recommend!”
“Fortune have arranged mortgage and associated insurances over the last six months and I've had nothing but positive experiences. They're extremely customer focused with each product tailored to me. The professional advice was a huge advantage and it was great to have the hassle of researching and comparing done for me.”