Wotton-under-Edge

Oliver heads up the team in Wotton-under-Edge. From a farming background here in Gloucestershire, Oliver previously worked in the agricultural supply industry for a number of years and now specialises in tending to the needs of our larger commercial, farming and estates clients. He is usually found out and about on client visits. In addition to his role as Senior Agent, Oliver is also Group Secretary for the Tetbury and South Cotswold branches of the National Farmers Union supporting and representing the interests of local farmer and grower members.

Carrie is responsible for the day to day running of the office and assists the Agents as part of the management team. She supports all members of the team in their work with a particular emphasis on ensuring we provide a first class level of personal service to all our customers. Carrie also handles all of our accounts and billing systems.

Alex joined the office in 2014 initially as a Customer Service Adviser before progressing to the position of Account Manager, where she managed a number of our commercial accounts. More recently Alex has taken on the role of Risk & Control Manager, working as part of the management team, with a focus on monitoring and seeking improvements to all agency operations from a compliance and quality perspective.

Jake joined the office in 2017 with previous insurance experience. Jake's role is to manage a number of our commercial and farming accounts, carrying out renewal reviews and advising on customers’ policies. Jake enjoys getting to know our customers and their businesses which enables him to offer them a holistic view on their insurance and protection requirements including health and safety and life services.

Jake specialises in commercial insurances, particularly taking on new accounts with an emphasis on making sure clients have the right advice and insurance cover in place. In addition Jake can discuss our health & safety consultancy services and introduce clients to our financial services offering.

Jenny’s role is to assist the Senior Agent with renewal review meeting preparations and to co-ordinate any subsequent amendments to cover as required. Jenny is also able to assist with claims and any of your business, home or motor insurance enquiries or changes. Jenny is renowned for the efficient, personal and professional service that she provides to our customers.

Sharon is our dedicated High-Net-Worth Specialist with extensive insurance and customer service experience having previously worked at an NFU Mutual office in Wiltshire for a number of years. In 2016 Sharon moved to Gloucestershire and joined our office. Sharon can also assist with claims and deal with any of your home or motor insurance enquiries.

Maria has a number of years’ experience in insurance sales and customer service roles. Maria’s role is to provide quotations for incoming motor, buildings and contents insurance as well as assisting with changes to existing policies and renewal reviews. Maria also introduces our financial services offering.

Jess’s role is to provide quotations for motor and home insurances as well as assisting with changes to existing policies, renewal reviews and introducing clients to our financial services offering. Jessica also coordinates our agency's marketing activities which include social media, sales campaigns, local events and sponsorship opportunities.

Emily joined our office in June 2019, having previously worked in roles which demanded outstanding customer service. Emily’s role is to deal with policy changes, renewals and quotations relating to home and motor insurances. Emily also introduces our financial services offering and can assist with claims.

Lou joined our office recently bringing with her several years’ experience from another NFU Mutual agency. Lou’s role involves working closely with James Craig, NFU Mutual’s Financial Adviser, to arrange client meetings and co-ordinate all of the financial services activities within the office. Lou can also deal with any home or motor quotations including our specialist high-net-worth insurance.

Lizzie joined our office recently and is a graduate from the Royal Agricultural University with previous work experience in equestrian and rural businesses. Once Lizzie has completed the required training her role will be to provide quotations for motor and home insurances as well as assisting with changes to existing policies, renewal reviews and introducing clients to our financial services offering.

James is happiest advising and putting financial plans in place for clients. Always busy, and my mission is to visit as many of our life, pension and investment customers and potential clients as possible. James is a dedicated NFU Mutual Financial Adviser, happy to offer a personal financial review.