Rhys Schofield Protection Consultancy
Welcome! I'm Rhys.
Multiple award winning protection adviser, founder and seller of Peak Mortgages, IPTAF 7Advisers member and I'm here to help your team of mortgage brokers better look after your clients when it comes to life, critical illness, income protection and private medical insurance.
That could be by referring clients to me where they will be well looked after (and you well rewarded) or through coaching/consultancy with your existing advisors to make them more effective.
And of course if you're a member of the public looking for advice on your own insurance I can still help.
Meet Rhys Schofield
Aside from having officially the 2nd best beard in UK financial services, I've been around the block a few times when it comes to protection...
- Multiple time award winning protection advisor.
- Founded and sold my own mortgage brokerage.
- IPTAF 7Adviser 2025.
- Former top divisional sales director.
Now I'm working with mortgage brokers to better protect their clients, especially company directors.
Because honestly, standards in our industry often aren't great and simply telling our advisors to be better with no plan as to how isn't going to cut it!
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Client Reviews
What do my clients say?
Hannie Mason
"The training was a game changer—engaging, professional, and invaluable. Thank you for helping us take this important step forward!"
Leanne Ford
"Rhys is incredibly knowledgeable about financial products and shares this in a straightforward, clear and accessible way"
Kim Lawler
"Rhys has always had my back. He is so knowledgeable and has been so understanding of my personal needs to make sure I got the product that is exactly right for my circumstances. Thank you for taking the time to get to know me and giving me peace of mind."
My Approach
How can I help your clients and your business?
Referral Route
Rather than recruit, train, pay and manage a protection advisor that may not actually make you any income for a period of time, how about simply refer all of your protection work to me?
That way you know your clients are getting looked after brilliantly, by one of the top advisors in the country in exchange for a fair comms split.
All you need to do is tee up your clients and make a warm transfer. I'll do the rest.
Specialised Referral Route
Want to still do the protection you're comfortable with yourself? That's fine.
But you can hand over the work that you might not be too comfortable with.
For example we all know every ltd. company director could probably benefit from talking advice from an someone on relevant life, key persons cover and business loan protection but they often just get railroaded into the same process as everybody else.
It's hard to get good at advising on specialist products if they come up rarely so you can refer these to me.
I also take referrals for private medical and group life, critical illness and income protection policies.
Tailored Training and Support
Want to do it in house? I can still help.
If you've got the time and energy to get your team firing on all cylinders for all things protection how about engaging my services?
You'll get to utilise all my years experience as a top advisor and someone who's ran top notch teams of advisors to look at aspects of your business like sales process, product knowledge, team management etc.
This support can either be in person or remotely of video call but we can build something around you and your businesses exact needs.
Want to know
more?
Book a chat
in my diary.
