Newton Abbot

Lucy grew up on the family dairy farm in Shropshire where she was actively involved in all aspects of the business. Educated at Harper Adams University Lucy read Rural Enterprise and Land Management. Lucy went on to work for a land agent/chartered surveyors and auctioneers as a rural surveyor and at the local livestock market. In 2012 Lucy joined the National Farmers' Union as a South West food and farming adviser, continuing her involvement within the dairy industry. Lucy gained hands-on knowledge of landlord and tenant issues, planning, and rural development whilst providing practical advice, support and information to farmers. Lucy was the Plymouth NFU Mutual Assistant Agent for three years before coming to head up the team in Newton Abbot in December 2017. Lucy is available for face to face consultations to provide assistance to new and existing customers. She is also your local NFU Group Secretary.

James will be working alongside Senior Agent Lucy Thomas focussing on the commercial arm of the business, ensuring quality customer service and retention, as well as leading on new business acquisition. Working as part of NFU Mutual’s Future Agent scheme since October 2020 allowed James to qualify with the Chartered Insurance Institute (CII) and complete his licencing to become an Agent and business partner.

As a Future Agent, James learnt practical skills for running the business allowing for a smooth transition as he steps into the role in Newton Abbot.
James’ previous roles saw him own a business in the local area along with managing businesses in the Leisure industry. James is very passionate about the position and is also NFU Group Secretary alongside Lucy.

Adrian has been with the Newton Abbot agency since 2006. He deals with commercial and personal insurances and is also the office’s fleet specialist, providing new fleet quotations as well as reviewing existing policies. He will look forward to assisting you with any new business or mid-term enquiries. Although NFU Mutual has a dedicated claims department, one of his roles here is to assist customers in setting up new claims and to give as much help and advice as possible with their ongoing claims. Adrian also introduces our financial services offering.

Lola has been with the Newton Abbot agency since 2006. Lola can provide new quotations for motor, home & lifestyle, travel, small business and equine insurance and also assist clients with mid-term changes to their policies. Lola also manages the agency's accounts and is happy to help with accounts and billing enquires. Although NFU Mutual has a dedicated claims department, one of Lola’s roles here is to assist customers in setting up new claims and to give as much help and advice as possible with their ongoing claims. Lola also introduces our financial services offering.

Laura has been with the Newton Abbot agency since 2017. Laura’s role is to deal with policy changes, renewals and quotations relating to our range of home, motor, travel, small business and equine insurances. Laura is our Life Lead Co-Ordinator which involves working closely with Martin Green, an NFU Mutual Financial Adviser, to arrange client meetings and co-ordinate all of the financial services activities within the office.

Charlotte joined the Newton Abbot agency in 2019. Charlotte has previously worked in sales and other roles which require great customer service. Charlotte will be concentrating on assisting local businesses to provide advice and cover tailor made for them. Charlotte specialises in commercial insurances including hospitality, food & drink, property owners and retail. Charlotte also works closely with Laura and Martin Green introducing financial services.

Alison works Tuesday and Thursday mornings and co-ordinates the agency's renewal review appointments, along with assisting with administration.

Becky joined the Newton Abbot Agency in August 2020 and has worked in insurance all her working life, starting in a small family Insurance Brokerage, then NFU Mutual spending 13 years as part of the field management team, before moving to Newton Abbot.  Her role encompasses a wide range of responsibilities ensuring the agency offices run smoothly day to day; along with overseeing all aspects of business and sales operations. This includes quality assurances within our Training and Competence scheme and supporting successful customer outcomes. Becky also assists with the acquisition of new customers. 

Martin has over 30 years’ experience in financial services and will be pleased to meet you to discuss your financial planning needs such as investments, retirement planning, protection and inheritance tax planning. In addition to personal financial planning, Martin also offers corporate advice to companies and partnerships in areas including company pension schemes, employee benefits packages, protection and investment.

Flash and Fergus love to greet our customers. Their favourite pastimes include collecting the post, sleeping in the office and having a rub behind the ear!