Lichfield & Atherstone

Simon joined the office as Senior Agent from the Uttoxeter office in May 2012 where he was Assistant Agent, for 12 years. His main focus is servicing the needs of our farming members and large corporate accounts. Simon brings a lifetime of experience of the farming industry and is involved with the family farm in the Derbyshire Dales. Outside of work and farming his main passion is rugby, sometimes playing but, mainly coaching and watching.

Phil joined the agency in April 2017. Phil previously worked with NFU Mutual as a Financial Planning Manager where he managed Financial Advisers across the Midlands. Phil has over 24 years of financial services and leadership experience that he brings to the office and is passionate about protecting and helping grow the financial wealth of his customers.

Tom started with NFU Mutual in 2016 as a Commercial Sales Executive. He joined Atherstone agency as an Agent/Partner in 2019 and subsequently merged with Lichfield agency in 2022, with his focus on supporting new commercial clients and offering bespoke propositions to fit individual business requirements. Outside of work Tom lives with his wife and 2 children in Warwickshire who manage to keep him on his toes.

Peter joined Lichfield, Rugeley and Tamworth agency in October 2020 as an Agent and Group Secretary. Peter’s background has been in the motor industry for the past 30 years, more recently with Mercedes Benz but previously he has more than 22 years with Land Rover so we are sure some members may recognise him and maybe also dealt with him in the past.

Iris has been with Lichfield agency since 1981 and is responsible for the day to day running of the site. Iris has a wealth of experience dealing with claims, motor, personal and business insurance. Iris is also responsible for internal training and development.

Kim has been with the agency since 1996 and is responsible for the day to day running of the site. Kim has a wealth of experience dealing with claims, motor, personal and business insurance. Kim is also responsible for internal training and development.

Neil joined NFU Mutual as a Financial Adviser in 2015 and brings with him over 15 years’ experience having previously worked for the Co-Op, Halifax, Barclays & AXA Wealth. Neil takes pride in the advice that he gives to his clients and enjoys working closely with all types of individual, building lasting relationships for the future.

Bal has been with the Lichfield & Atherstone agency since March 2022, he brings with him a wealth of experience in commercial insurance having previously worked as an underwriter. Bal is licensed to deal with all of your commercial insurance needs.

Jason has been with the agency since January 2022, he has moved from a career in the motor trade industry. Jason is licensed to deal with all of your commercial insurance needs.

Adam has been with the Lichfield & Atherstone agency since February 2022, Adam has previously worked in insurance sales and is licensed to deal with all of your commercial insurance needs.

Becca has been with the agency since February 2022, prior to this she was a service adviser in the motor trade, Becca is licensed to deal with all of your commercial needs, she also specialises in high net worth home insurance.

Leisa has been with the agency since April 2016. She is licensed to deal with your insurance needs, specialising in motor and personal lines. Leisa also manages the diary of our NFU Mutual Financial Adviser and can arrange appointments for investments, pensions & life protection.

Katy joined the agency in January 2022 and is licensed to deal with your insurance needs, currently specialising in motor and personal lines.

Amy has been with the Atherstone agency since 2003 and is licensed to deal with your insurance needs, specialising in motor and personal lines.

Charlotte has been with the Lichfield agency since 1994 and is licensed to deal with your insurance needs, specialising in commercial risks.

Marion has been with the Lichfield agency since 1998 and is licensed to deal with your insurance needs, specialising in Bespoke and commercial risks.

Kim has been with the Atherstone agency since April 2019 and is licensed to deal with your insurance needs, specialising in motor and personal lines.

Debbie has been with the Lichfield agency since 1991 and is licensed to deal with your insurance needs. Debbie manages our renewals process.

Emma has been with the Lichfield agency since 2013 and is licensed to deal with your insurance needs, specialising in commercial risks. Emma is also responsible for internal training and development.

Amanda joined the Atherstone team in December 2017 and brought with her 9 years of industry experience. She is licensed to be able to deal with your insurance needs, specialising in motor and personal lines.

Leah has been with the Lichfield agency since 2021 and is licensed to deal with your insurance needs, specialising in motor and personal sales.

Kate has been with the Lichfield agency since 2013 and is licensed to deal with your insurance needs, specialising in motor and personal sales.

Sarah brings a wealth of experience to her role in accounts. She is responsible for premium collection and general account queries, including invoicing and banking. Sarah is also your main point of contact for paying outstanding accounts and dealing with account queries. She prepares all of the renewal documentation and assists with the administration of annual reviews for existing clients, making appointments for the Agent and account executive. Sarah can advise on the variety of payment options on offer and can also refer clients to an NFU Mutual Financial Adviser for protection, investments and pension products.

Becky joined the team in October 2010 and can deal with the insurance requirements for a variety of businesses, specialising in large commercial risks and high net-worth home policies through our Bespoke policy cover. She is happy to visit you, to provide a Bespoke quotation with no obligation. Her role mainly involves visiting you at your business premises to ensure your existing arrangements provide you with the most appropriate cover and remains relevant to you. She can also refer clients to an NFU Mutual Financial Adviser for protection, investments and pension products.