The natural choice for friendly, expert advice on insurance, risk management and financial services.
As an insurance and financial planning group with more than 35 years’ experience, our longevity and reputation are the result of doing things a little differently – of going the extra mile for you, for our people and for our communities.
With seven offices and more than 350 members of staff, we’re ideally placed to ensure you and your business receive expert advice whenever you need it.
As well as arranging both personal and commercial insurance, we have an ever-evolving portfolio of added-value services, including underwriting, claims handling, loss assessment, risk management, specialist equipment inspection and health and safety consultation.
Our financial planning teams can also provide ongoing advice and support on a range of employee benefits for businesses – while our personal finance experts can give guidance on your savings and investments, protection or retirement plans.
Whether you use our services in isolation or as part of a package, you are guaranteed to receive the same high standards, every time.
These pages will guide you through how we work and introduce the people committed to providing expert advice, presenting our ever-evolving range of products and services along the way.
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I’m pleased to report that we’ve had another successful year. It’s a testament to our teams that we’re both an award-winning and a growing business. Customer service is at the heart of what we do, whether it’s insurance or financial planning, and our positive results reflect that.
Alan Boswell, Group Chairman
Our reputation and status as one of the UK’s largest independent insurance brokers and financial planning groups is maintained by our people.
From our graduates and apprentices to our directors and specialists, we ensure that we attract and retain the best and brightest talent.
We look after our people by providing a friendly, professional environment in which they feel valued and supported.
We encourage them to train, develop and grow with us. We do this so they can put their expertise, experience and enthusiasm into looking after you.
Pride: We are passionate in what we do and are proud of our reputation.
Integrity and honesty: We respect and trust all, act responsibly and behave ethically, with professional integrity.
Our service: We make an effort to understand our customers, enabling us to add value and provide a superior service.
Working together: We are working together towards a common goal and take ownership and accountability for the role we fulfil.
Achieving results: We aim for success in everything we do.
Creativity: We continually work towards improving and developing what we do to optimise growth and build on our successes.