Rooksbridge

With over 35 years’ experience in the insurance industry across many disciplines my focus has always been on delivering excellence in client service delivery be that directly or through the various management and leadership positions I have occupied and the people I have worked with. Appropriate risk advice and professionalism are at the heart of everything I do to ensure customers interests are protected, be that their assets or liabilities. I have become the trusted insurance and risk adviser to many varied customers both private and commercial, some very high profile, over my career.
A family man too, I fully appreciate the value of a balanced personal and professional life to ensure quality time with my wife, children and grandchildren, albeit I am always available for my clients 24/7.

Deanna has been with NFU and NFU Mutual since 1995, starting in Hertfordshire then relocating to Somerset in 1997. In May 2017 she joined the Williton branch as Senior Agent and Group Secretary. Deanna is highly experienced in assisting customers on many aspects of insurance cover including farming and business protection specialising in the hospitality sector. Deanna is also the local representative for the South West Somerset Group of the NFU.

Christopher joined the office as a new Agent and Group Secretary in December 2018. Christopher lives in the heart of Exmoor with his wife Caroline and children Dulcie & Rufus on their 30 acre small holding, where they rear dairy calves and run a pedigree flock of Wiltshire Horn sheep. In their down time they also keep a small herd of pedigree milking goats which they enjoy competing in the show ring throughout the season across the South West. He is based at our Rooksbridge office working alongside Tony Monnington.

Christopher has spent recent years working within the veterinary wholesale market, prior to farming at home and concentrating on setting up a dairy calf rearing unit alongside the sheep and goats. When time allows Christopher is happiest casting the odd fly on the river Exe or attempting to hit the occasional clay.

Sue has worked in the Williton & Rooksbridge agency for over 30 years and oversees the smooth day to day running of the office, ensuring that all customers receive a professional and friendly service.  She also mentors and assists with the development of the team and compliance matters.

Natalie joined the Williton agency in June 2017 and is responsible for personal, farm and commercial accounts and Agent support.

Steph joined Rooksbridge agency in November 2017 as a Customer Service Adviser. She has since taken on the role as an Account Handler. This role involves providing support to the Agents with all the work which is generated as a result of a renewal review with our business clients. Steph’s role entails processing the changes, liaising between all interested parties including the Agents, Underwriters, and yourselves as clients to produce the final renewal invitation and report. Steph is responsible for personal, farm and commercial accounts.

Rachael joined Williton & Rooksbridge agency in October 2020 after graduating from the University of Cambridge with a degree in Land Economy. She comes from an agricultural background and when not at work can be found helping out on the family farm or playing hockey. She joined the agency as Customer Service Adviser but now occupies the Account Handler position working alongside Stephanie Leaver and Natalie White.

Sophie joined the agency in June 2019. Having trained as a Customer Service Adviser Sophie is now has the role and title of Lead Business Developer within the Customer Service team. She has come from a farming background and has studied an agricultural degree at Cirencester for 3 years. When not at work she can be found with her flock of sheep.

Alice has been with the NFU Mutual network since 2017, moving from Honiton agency to Williton & Rooksbridge in 2019. Alice can assist you with setting up new claims and will give as much help and advice as possible with your ongoing claims. She can also help with your motor, home & lifestyle, travel, bespoke, equine, and small business quotations, and queries.

Anita is a member of our Customer Service team. They take great pride in providing a friendly and personal approach to all customer enquiries. They cover all aspects of service relating to Home & Lifestyle, motor, commercial and agricultural vehicle policy enquiries. They are also able to assist in making amendments to current insurances and the setting up of new policies, as well as discussing renewals with our existing clients.

Louisa joined Williton agency in September 2020 as a Customer Service Adviser. Louisa previously worked for the National Trust at the Holnicote Estate and loves exploring Exmoor with her dog Chewie. She is available to assist with your insurance requirements.

 

Kirsty joined the Williton agency in March 2021 as a Customer Service Adviser having had several customer service roles, most notably at a local large holiday business. 

Rachel has been with the agency since March 2014, specialising in commercial, and Bespoke home insurance products. Rachel offers an advised service either face to face or on the telephone and can also arrange appointments with Laura Howlett, our NFU Mutual Financial Adviser.

Richard joined the agency in 2020 as Business Developer focussed on the growth of commercial opportunities. Richard has a diverse career which has taken him overseas and dealing with many high profile businesses.

Holly previously worked in sales for a family-run business in Wellington and graduated from Leeds University in Events Management. She loves going out on adventures along the coastal with her sausage dog Pepper. She is available to assist with your insurance needs.

Jackie joined the agency in December 1992 originally being fully licensed to deal with all aspects of insurance.   Recently she changed roles and now shares responsibility for the general administration within the business to ensure that the offices run smoothly.   This also includes preparation of the renewal invitation paperwork to ensure that it arrives in a timely manner.

Susan joined Rooksbridge agency in October 2017 after many years working in school administration. Before having a family, she worked in retail banking. Susan believes in always putting the customer first and providing a first-class service. She currently shares responsibility for the general administration within the business.

Laura has been a Financial Adviser for over 14 years and can help you with pensions, investments and tax planning as well as personal and business life cover and protection needs. She can offer a personal and/or business financial review with professional and friendly advice for your financial planning needs so you can relax knowing you are making the right decisions for your future.