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 expanding the financial services side of the business. 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 growing our NFU Mutual Risk Management Services.

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 can also assist with quotes and mid-term changes for motor, personal, equine, high net worth, commercial and farming policies and arrange appointments to discuss your financial needs with our NFU Mutual Financial Adviser, David Blackman.

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. Alongside this, Tiffany provides cover to our accounts controller and can deal with our agency accounts, payments and any accounting queries.

Sarah joined the Bury St Edmunds office in 2016 and is engaged in developing new business and prospecting, as well as managing our social media and marketing. Sarah can deal with amendments to commercial, farming, personal, high net worth, motor and equine insurances and can also assist with arranging appointments with our NFU Mutual Financial Adviser, David Blackman.

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

Shelley joined the agency in June 2019 and provides 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.

Tracey joined the agency in March 2022 and provides administrative and service support for the four Agents.

Daisie joined the agency in November 2018 and helps customers with new quotations and mid-term changes to motor, personal, equine, high net worth, farming and commercial insurance. She is currently training on her large fleet, motor trade and events licenses and provides office and customer service support to our Senior Agent.

Andrei joined the agency through the apprentice scheme in December 2020. He assists with new quotations, queries and mid-term changes to all motor, personal and equine policies and is currently training on our commercial package lines.

 

 

 

Jen joined the agency in June 2021 and brings with her both customer service and sales experience from a number of previous roles. She is able to assist on new quotations, policy queries and mid-term changes to motor, personal and equine policies and is training on her high net worth license. She can also assist in arranging appointments to discuss your financial planning needs with our NFU Mutual Financial Adviser, David Blackman.

Cydney joined the agency in August 2021 following completion of her LLB degree in Law at the University of West England in Bristol. She can assist with new quotations, queries and mid-term changes to all motor and personal policies and is currently training on her equine licenses.

Carol has been with the agency since 2011 and assists customers making insurance claims, provides admin support and handles claims. Alongside this, Carol is training to provide cover to our accounts controller to be able to deal with our agency accounts, payments and any accounting queries.

Jack joined the agency through the apprenticeship scheme in December 2013 as part of the Customer Service team. In October 2021, he became qualified as a personal and commercial lines claims handler and can assist with handling, admin and claims support. He is also your main point of contact for arranging appointments to discuss your financial planning needs with our NFU Mutual Financial Adviser, David Blackman. He is also able to assist with new quotations and mid-term changes to existing motor, personal and high net worth policies and is training on his commercial licenses.

Lillie joined the agency in summer 2018 and, following stints in both Customer Service and Accounts, she now, alongside Carol, handles our customers’ claims. 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.

Judith joined the Agency in June 2022 to provide maternity cover for Justine. 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.