Summary
A vibrant new personal and business protection company! We offer our clients a personalised service, getting to know each individual or business and providing them with policies that we've taken the time to discuss and that they will actually benefit from, because we've got to know their risks and concerns.
We take our social responsibility seriously. We work with charities, offering a commission for their coffers on any policies they can instigate, whether from their back book of donators or from a new marketing run. Finding donators is much easier when people don't have to donate themselves, but can actually save on their monthly life insurance premium whilst someone else does the donating!
We also love to work with other small businesses, our company policy is to work wherever we can with small local companies, because we think that this will boost our revenue and theirs. Our aim is to create a network of referral business, exchanging work in a trusted relationship between referrees.
Area of Expertise
With over 15 years experience in insurance, our Managing Director Richard Wilkinson is an IFA who takes the time to personally involve himself in every sale, getting to know the client, advising on the best possible policy and how they can save money on premiums.
Marketing and Commercial Director Susan Wilkinson supports the business's relations with other companies across a wide range of industries. With years of marketing and online media experience she's ideally placed to promote our work and forge relations within the wider business community.
As a family business we have a loyal staff base, having worked for Richard Wilkinson for years, they enjoy a relaxed and positive atmosphere, knowing that as a business we operate to benefit them. We are very transparent and our office is one where everyone is involved.