Wotton-under-Edge

Oliver heads up the NFU Mutual South Cotswolds team, based in Chippenham and 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 Cotswolds branches of the National Farmers Union supporting and representing the interests of local farmer and grower members.

Mark has been with the agency since 2002 and specialises in large complex commercial and private client insurance. He is usually found out and about on client visits. In addition to his role as an Agent, Mark is also Group Secretary for the Chippenham, Malmesbury & Sherston branches of the National Farmers Union supporting and representing the interests of local farmer and grower members.

Caroline is an experienced Insurance Agent at the South Cotswolds office. Growing up on her family’s farm in Devon and having been hugely involved in the YFC Federation, she has a vast amount of knowledge of the agricultural industry and rural businesses. She has been an Insurance Agent for NFU Mutual and a Group Secretary for the NFU since 2016 providing customers and members tailor made solutions whatever their business type. Caroline is often field based in order to fully appreciate and advise on customer’s needs. 

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.

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.

Matthew has over 10 years' experience within the industry. Previously specialising in personal lines insurance with different brokers. Matthew now specialises in commercial insurances, particularly taking on new accounts through his expertise in making sure clients have the right advice, cover and services in place. He is also fully licensed in motor, personal and farming insurances.

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.

Lucy joined the office in 2018 from a farming background and has many years experience in managing customer relationships. Lucy’s role is to look after a number of our farming accounts, carrying out renewal reviews and giving best advice on customers’ policies. Lucy enjoys getting to know our customers and their businesses which enables her to offer them a holistic view on their insurance and protection requirements including health and safety and life services.

I have over 15 years’ experience in the financial services sector and have worked within an agency of NFU Mutual since 2016. I specialise in commercial insurance and believe in doing the right thing for my customers by understanding their needs and providing them with the right coverage for a fair premium.

Ben has worked in various roles within NFU Mutual and has built up a wealth of experience in rural and commercial insurance, and is a specialist in equestrian business insurance. As well as providing new quotations, he can also review and make recommendations on your existing arrangements.

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.

Having been with the agency since 2003, Shirley provides excellent customer service on quotes, new business, amendments and claims. She is also an account manager for many of our large commercial clients regarding financial planning.

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.

Naomi has been with the agency for a number of years and is able to provide assistance and quotations for reviewing and amending your existing insurance.

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.

Neil joined the office in 2018 and comes with a wealth of experience within the insurance industry. Neil is able to assist with any new enquiries or changes relating to motor and home policies.

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.

Hannah has worked for the agency for a number of years and is able to review and provide quotations for motor and personal insurance. Hannah is also able to arrange review meetings for clients to see NFU Mutual Financial Adviser, Angus Peel.

Sarah has worked for the office for many years. Her role is to provide quotations for incoming motor, buildings and contents insurance as well as assisting with changes to existing policies and renewal reviews. Sarah also introduces our financial services offering.

Georgina joined the office in 2017 as a Customer Service Adviser, and more recently took on the position of Executive Assistant. Georgina’s role is to assist the Agents with their renewal review meeting preparations and to coordinate any subsequent amendments to cover as required. Georgina is also able to help with any enquiries or changes relating to motor and home insurance.

Sarah joined the office in 2018 as an Executive Assistant and Customer Service Adviser. Sarah’s role is to assist the Agents with their renewal review meeting preparations and to coordinate any subsequent amendments to cover as required. Sarah is able to assist with all your personal insurance needs.

Harriet has recently started with us after finishing Hartpury University. Harriet is currently going through her training but she will soon be able to help you with your motor or home insurance related enquiries.

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.

Clare’s career started with NFU Mutual in 2008 initially working in a local office, before spending 6 years in NFU Mutual's claims department. She joined our office recently and brings with her a wealth of experience and technical knowledge. Specialising in motor and personal insurances, Clare uses her expertise to make sure clients have the right advice, cover and services in place. Clare can also offer help with claims.

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.

Kirsty heads up our marketing team, which includes the handling of our social media accounts. With many years’ experience within this sector, she would be happy to talk to any existing advertising partners, or hear about new local opportunities. Kirsty can also help you with your enquiries in regards to your car or commercial vehicle insurance.

Alex joined the agency in March 2020 and has previous experience in working for rural businesses. Once Alex 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.

Tom joined the agency in July 2020. Once he’s completed the required training his 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.

Angus is NFU Mutual’s Financial Adviser for the Chippenham agency, with over 20 years’ experience in the financial sector. Financial planning is all about ensuring you enjoy the future that you want. As an NFU Mutual Financial Adviser he can help you put the right financial plan in place to support your goals throughout life. He can provide the help you need with pensions and investments to ensure the right protection is in place for your family’s future.

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.