Bromsgrove

I started my career in 1999 as a Financial Consultant for NFU Mutual and then became an Agent/NFU Group Secretary in March 2006. I worked in this role in East Anglia until 2012 when I joined the Bromsgrove office. I specialise in farming/rural businesses, commercial business, high net worth and personal lines insurance, dealing with a portfolio of existing customers and new business sales for the office.

I have over 30 years of experience in the insurance industry, in a variety of roles predominantly underwriting and sales. From 2007 I had a sales development role with NFU Mutual working closely with local offices. At the beginning of 2017, I joined the Bromsgrove office as Agent/Partner. My key responsibilities include the overall running of the office and the servicing of new and existing members in the farming and commercial sectors. I’m also Group Secretary for the local NFU branches.

I have been with the Bromsgrove office since the beginning of 2017 and have worked for NFU Mutual for five years. Within the agency I specialise in high net worth and commercial new business. I am able to deliver excellent customer service having previously been a Customer Service Adviser at the agency. I have a good understanding of the high quality of service our clients expect and how to deliver this so they can concentrate on what is most important to them. Also, I have financial services experience as previously I was an Adviser Services Representative at Head Office, which involved working closely with NFU Mutual Financial Advisers.

Owen’s role is to help provide customers with any new personal policies, focusing on our motor products. When you call us or come to visit the agency Owen will make sure that any query, big or small, is notified and dealt with in a timely manner. Owen also helps with the administration within the agency.

I have been with the Bromsgrove office since 2007. I’m on hand to review and discuss your personal, commercial insurances, accounts queries and claims over the phone with you. I combine general customer service duties with my role as Accounts Administrator for the office.

I joined the team in August 2018 and I am fully licensed in our range of motor and personal insurances. I am also able to support with financial services, claims and accounts queries to ensure that our customers receive the best possible experience.

I have over 15 years experience in customer service with NFU Mutual and have a wealth of knowledge/understanding of the high quality levels of service we strive to provide to our clients. I joined the Bromsgrove team in 2018 and I am fully licensed in our range of motor and personal insurances. I am able to support with new and existing claims, financial services, policy renewals and accounts queries.

I have over 30 years of experience within the financial sector. Working within high-street banks initially and moving on to become a Financial Adviser in 2004, I continued my studies and in 2012 became DipFA qualified. I have been with NFU Mutual since April 2019 as Business Development Manager. I have a passion for meeting customer needs and ensuring that we become their trusted adviser. I want our customers to be aware of the support that is available to them through our excellent products.

I am the resident Financial Planner with many years’ experience which means that I can help clients with their financial needs. Financial planning is all about ensuring you enjoy the future that you want. As an NFU Mutual Financial Adviser, I can help you to put the right financial plan in place to support your goals throughout life. I can provide the help you need with pensions, protection and investments to ensure the right protection is in place for your family’s future. I live locally and can meet you at a time to suit. 

Sarah is able to offer support in assisting your business to manage risks and comply with current legislation, from COSHH assessments, risk assessments, employee handbooks, health and safety policies to fire risk assessments. If you would like to arrange an appointment please contact us and we can explain more and arrange a date.