Bury St Edmunds

David has been with the agency since 1998 and is a specialist in agricultural and commercial insurance. He is also a Group Secretary for the local National Farmers’ Union.

Alex became an Agent in April 2007 having been with the agency since 1999. He specialises in commercial and farming business insurance, and focuses on growing our risk management services. He is also a Group Secretary for the local National Farmers’ Union.

Lorna specialises with business insurance for commercial and farming customers, she has been with the agency since 2006 and became a partner in 2014. She also focuses on expanding the financial services side of the business.

Geoff joined the Bury St Edmunds agency in 2008. Since becoming a partner in 2014 he leads the new business team. Geoff specialises in commercial, farming and personal lines insurance and also acts as an introducer for financial services.

Matthew joined the agency in July 2017 and oversees the running of the office including recruiting, training, coaching and developing our staff. He is also the main point of contact to arrange appointments to discuss your financial needs with an NFU Mutual Financial Adviser. These include retirement, investments and protection planning. Matthew can also assist with quotes and mid-term changes for motor, personal, equine, high net worth and commercial package policies and is training on advanced commercial and farming insurance lines.

Tiffany is manager of the administration department, making sure the agency runs smoothly and renewal documents are posted on time. She is also involved with the NFU Group organising meetings and outings.

Sarah joined the Bury St Edmunds office in 2016 and deals with new business enquiries for commercial, personal, motor and equine insurance. She can also assist with arranging appointments with a Financial Adviser and is happy to meet face-to-face and discuss your requirements.

Freya joined the Bury St Edmunds office in 2018 and deals with new business enquiries for commercial, personal, motor and equine insurance. She can also assist with arranging appointments with a Financial Adviser and is happy to meet face-to-face and discuss your requirements.

James joined the agency in November 2018 and deals with new business enquiries for motor, personal, equine, high net worth and commercial insurance, whilst training on farming insurance lines. He brings solid insurance experience and a Cert CII with him and is currently training on advanced commercial and farming lines. He can also assist with arranging appointments with a Financial Adviser and is happy to meet face-to-face and discuss your requirements.

 

Yasmin joined in the agency in January 2017 and deals with enquiries for motor, personal, equine and high net worth insurance and is currently training on commercial and farming policies. She can assist on new quotations, help with any mid-term changes to existing policies and provides office support to our four Agents. She achieved her Cert CII in March 2019.

Luke joined the Bury St Edmunds office in spring 2019 and deals with enquiries for motor, personal, high net worth and commercial insurance. He brings with him insurance experience with NFU Mutual, is currently taking his Cert CII and is training on farming insurance lines. He can assist on new quotations, help with any mid-term changes to existing policies and will be providing office support for our four Agents.

Eve joined the agency in November 2018 and will be providing administrative, service and product support for the four Agents. She currently has her motor and personal licenses and is training on motorcycle, equine, high net worth, commercial and farming lines.

Shelley joined the agency in June 2019 and will be providing administrative, service and product support for the four Agents. Shelley was with the agency a number of years ago in a customer service capacity and brings significant commercial insurance experience with her. She currently has her motor licenses and is training on our other insurance lines.

Jack joined us through the apprentice scheme in December 2013 and can deal with any motor and personal insurance queries. He can assist on new quotations and also help with any mid-term changes to an existing policy.

Matt deals with motor, personal and equine insurance queries and is currently training on commercial insurance lines. He can assist on new quotations and also help with any mid-term changes to an existing policy. He has been with the agency since January 2018.

Isaac joined the agency in September 2018 and currently deals with motor and personal insurance queries. He can assist on new quotations, help with any mid-term changes to an existing policy and is currently training on his equine license. Isaac brings with him a solid background in insurance having previously been a Claims Handler for another insurer.

Daisie joined the agency in November 2018 and currently deals with motor, personal, equine and high net worth insurance queries. She is in training on commercial licenses and provides customer service support to our existing client base, both dealing with new quotations and mid-term changes.

Carol has been with the agency since 2011 and assists customers making insurance claims, provides admin support and handles claims.

Lillie joined the agency in summer 2018 and, following stints in both Customer Service and Accounts, she now assists Carol in helping handle customers’ claims. She can also deal with motor insurance queries, new quotations and any mid-term changes to an existing policy and is currently training on her personal licenses. Lillie can also support agency accounts, take payments and deal with accounting queries.

Justine joined the office in 2004. She deals with the agency accounts and can take payments and deal with any accounting queries.

Debbie helps with the insurance renewal administration and also assists the partners with their administrative tasks.

Lindsay helps with the office administration.

David provides professional, holistic, financial advice on pensions, investments and inheritance tax planning as well as protection for your family. He offers a friendly face-to-face service that ensures we understand your current situation and financial objectives fully before providing you with advice and recommendations to help address your needs. If you are looking for such advice, just call the agency and ask to book an appointment.