Broughton in Furness

With over 14 years' experience as an agent for NFU Mutual; Steven has a comprehensive technical knowledge of all products and services offered. His work before he entered the world of insurance (working as an area manager for a global poultry producer) puts him in a good place to understand and advise on your business requirements. Whatever your needs Steven specialises in face to face service for prospective or existing customers, helping him to fully understand their needs and find suitable insurance solutions. The team is currently working between the two sites in Ulverston and Broughton and is comprised of 12 staff across the two sites. They have dedicated specialisms and are always willing to assist with all your insurance requirements.

Andrew became an agent in December 2011. His experience over the years includes running his own farm, various agricultural related occupations and gaining a Nuffield scholarship; which took him to farms as far away as New Zealand and Canada with a view to understanding different ways of running a business. This experience enabled him to offer his services as a business consultant. Andrews’ skills best suit him to networking and being out on the road meeting new clients and popping in to check on existing customers.

Natalie joined our team in January 2015, as an Agent. Prior to working for the agency she ran her own event management company, which specialised in agricultural events. She is currently involved in local community and farming events, such as Millom & Broughton Agricultural Show, where she is Secretary. Natalie also hosts charity events to help raise money for the Show, such as the Community Big Breakfast, usually held in October. Day to day Natalie deals with both new and existing customers to ensure their insurance needs are met to the highest standards possible.

Ronnie started in the agency in July 2012. After fulfilling multiple different roles within the office, he was appointed assistant agent in December 2017. Ronnie specialises in face to face service and due to working in different roles in the agency has a wide range of insurance expertise, which he uses to find the right insurance solution.

Deborah joined us in August 2016, having worked as a Financial Specialist in Ulverston. Deborah also had a long career locally as a manager in the travel industry and brings with her a wealth of customer service experience. She is able to help with motor, personal and commercial insurance needs and looks forward to welcoming customers old and new. Appointments are also available if you prefer to call into the office where free parking is available.

Megan joined the Broughton team in May 2008, she enjoys working in the small friendly team in the Broughton office and likes to help our customers with their insurance needs. Megan can help you with general insurance, business insurance and liaise with NFU Mutual's financial adviser, Rob Coates.

Robbie started working in the agency in October 2017 after completing his A-levels in business, law and accounting. Robbie can help with all personal and motor insurances as well as some commercial and bespoke. Part of Robbie’s job is also to work in support of our NFU Mutual Financial Adviser, Rob Coates. Robbie is currently in the process of doing his qualifications in regulated financial planning.

Rachel joined the Broughton-in-Furness office at the end of November 2016. She can assist with vehicle insurance, home insurance and business insurance. Rachel comes from a local hill farming family and has a background in hospitality. Rachel is committed to excellent customer service.

Glen started at our office in July 2017 as a customer service adviser. He is able to assist with car, tractor, commercial vehicle, home, horse and commercial package insurance policies. He joined the team from Swinton Insurance where he worked for 27 years.

Charlie started at our office in March 2018. He has since joined the new business team, working to quote for new customers. He is able to assist with all motor and personal insurances. Charlie is also studying towards his A-levels in his spare time

Tracey started at our office in October 2019. Tracey helps with insurance policy renewals, working to ensure that everyone receives their documents correct and on time. In the future she will be working towards her licenses in motor and personal. Tracey comes from a background of customer care. Having twin boys her spare time is taken up being a full-time mum and loving it.

Jamie joined the team in March 2020 and has over 10 years of customer service experience, ranging from hospitality and tourism, to sales and now insurance. As a Customer Service Adviser, she can assist you with changes and quotes for motor insurance, as well as help with payments and general queries. She is hoping to gain her Home & Lifestyle product licenses this year, to be able to assist customers further.

Rob joined NFU Mutual in 1997. Being local gives him a fantastic opportunity to get to know his customers and understand their individual needs. You can expect openness, honesty and integrity. Rob is able to provide advice on pensions and investments, and his aim is to put you in the driving seat, so you can make sound financial decisions.

Georgina joined us in October 2020 as a Customer Service Adviser, with over 10 years’ experience working in hospitality. She has recently completed her Home & Lifestyle product license, so can help you with queries and quotes for your home and contents insurance needs, as well as general questions and payments.

Rob joined the agency in October 2020 as our Business Development Coordinator, he oversees new business relationships at their initial stages. His main focus is on commercial new business. Rob has always had a passion for sales and is excited to build relationships with more local and country wide companies.