Case Studies

We've developed a range of case studies to illustrate our services and how we've helped clients just like you. These stories are based on actual client situations and how we worked with them to find solutions to meet their needs. To find out how we can help you,
please get in touch.

Complex Private Insurance Made Simple

Complex private insurance made simple

The McCarthy family have complex insurance needs: houses in the UK and Ireland, jewellery, fine art, family and classic cars. They had policies with ten providers and wanted a better solution. We helped consolidate everything under a single policy. While the coverage was extended, the premium was competitive. Paid through one interest free direct debit. Read more

Dedicated support for your growing business

Dedicated support for your growing business

Dreams were growing their business aggressively and needed an insurance broker that would understand their needs. They wanted a robust and flexible solution, with dedicated support. When they had a fire in a warehouse, the MRIB consultant was onsite within 12 hours. They moved to new premises within 48 hours and experienced minimal disruption. Read more

Financial planning to simplify your affairs

Financial planning to simplify your affairs

Simon realised he needed to take control of his financial affairs. He wasn’t getting any younger and had spent years ignoring the masses of paperwork related to his pensions and investments. He met with an MRIB adviser who analysed his situation and consolidated everything into a single actively managed portfolio, with online access 24/7. Read more

Our Claims team get claims paid

Our Claims team get claims paid

Tim originally bought household and annual travel cover online. When his plans were disrupted due to illness he made a claim direct. It was rejected. Our Claims team stepped in. They reviewed the case and helped him to resubmit. The insurer overturned the decision and awarded more than £1,300. An excellent outcome, considering he’d given up hope. Read more

Business insurance at the right price

Business insurance at the right price

In 2003 Trafficmaster were investing heavily in their traffic infrastructure as they expanded into Europe. Their costs for cover had doubled. They wanted to review the existing arrangements to try and find a better solution. Our analysis revealed they were paying too much based on the business risks involved. We changed their business insurance and brought the costs back in line. Read more

Retirement planning to take away the worry

Retirement planning to take away the worry

Peter and Helen were nearing retirement and needed advice. They wanted to enjoy a comfortable lifestyle, without worrying about money. Their MRIB adviser created a flexible retirement solution, enabling them to take a step back and start phasing into retirement. They take comfort in knowing they have enough to live the lifestyle they had in mind. Read more