Wantage

I am one of the Agents at Wantage and also hold the position of NFU Group Secretary for Farmers within the Vale & Wallingford area. I have been collaborating with NFU Mutual since 2009 and specialise in large farming and complex commercial risks. I act as a partner to my client’s businesses by helping them plan for the best but prepare for the worst. I have an honest and straightforward approach seeing possibilities in every situation to ensure protection and peace of mind is achieved. The team and I have a preference to build long lasting relationships where we are given the opportunity to get to know our clients, their characteristics and preferences – therefore giving you a tailored service and providing you with the local, personal service NFU Mutual prides themselves upon. 

I am one of the Agents at Wantage and have worked together with Hannah since 2016 and specialise in large or complex high net worth homes. Having previously worked for Silverstone I naturally have a keen interest in high performance cars too. I have a real enthusiasm for the products NFU Mutual offer but my realistic views ensure that my clients leave with the tools to make an informed decision. 

I support Hannah and David by overseeing the operational side of the business supporting areas such as finance, recruitment, compliance and marketing in the office. You may not find yourself speaking to me often but I’m always ensuring the environment we work in allows all team members to better support our clients. Fiercely organised and full of practical solutions my aim is to give the gift of time to my fellow team members so they can focus on you!

I was born and raised in Oxfordshire and therefore have a wealth of knowledge involving our unique and diverse hospitality, food & drink (self-declared gin connoisseur), retail, and property owners’ sectors in this beautiful area. I enjoy delivering a personal and tailored service, providing expert customer service right from the start of your journey with NFU Mutual Wantage. I am alert to customers’ intellectual interests and can deal well with complex matters or challenges. I have a compassionate approach to life meaning I like to create long lasting relationships with customers built around trust.

I support the Agent Hannah with her client portfolio. Being results orientated I am extremely passionate about customer journeys – they need to be exemplary! As a tough negotiator I will liaise with internal NFU Mutual teams such as claims or underwriting to ensure a satisfactory outcome for our clients. Give me a problem and I can fix it! I can assist with all insurance queries but am always eager to add to my knowledge and keenly research significant new subjects that capture my interest.

My areas of expertise include motor and home insurance with the hope to be competent in all insurance types by the end of the year. Persistently setting high standards for myself, I strive to provide practical service to all those I speak to both on the phone and in person.

I can provide quotations on all areas of insurance and specialise in introducing new clients to NFU Mutual. Rather than be transactional, I like to engage clients on a journey as I feel this allows me to better understand the risk and their own individual needs. Trust is very much at the forefront of my working style with the view of insuring new risks as a two-way conversation. 

I connect our clients to our network of specialists providing support for investments, pensions, key man and life insurance. Through regular contact I like to build harmonious relationships with clients and continually seek to maintain them. Working in insurance we all naturally have the desire to want to reduce risk but I can further support commercial clients who wish to be proactive with their health and safety requirements through the engagement of our Risk Management Services team. 

I am our clients’ first point of contact with NFU Mutual. Although you might not meet me in person at the office, I’m working behind the scenes building relationships and booking in client appointments to run through quotes for household, motor and commercial insurance with our Account Managers. I also work closely with our Financial Planning Manager who discusses the financial needs of our clients. Setting high personal standards for myself, I aim to provide an outstanding first impression for existing and potential clients and use trust and empathy to nurture the needs of those around me.

I am the newest member of the team here at Wantage. Joining the prospecting department in December, I have settled in well and bring a new dynamic to the already existing team. I work alongside our Account Managers and build relationships with our new and existing customers, booking them in for quotes and reviews. As a dedicated supporter of my team, I help to maintain an orderly work environment and ensure all projects are seen through from start to finish. 

Adam, our chartered financial planner will be delighted to visit you and offer expert advice on aspects of financial planning, including your protection needs, retirement planning, investments and Inheritance Tax needs. His aim is to ensure that we put the right plans in place to support your financial goals.