Wotton-under-Edge

Oliver heads up the team at the South Cotswolds Agency in addition to looking after a number of our farming, estate and rural business customers. He became an NFU Mutual Agent and NFU Group Secretary in 2016, having previously worked in various management positions within the agricultural supply sector for a number of years. His farming background and previous industry experience has equipped him with an in-depth knowledge and understanding of our customers’ requirements. Oliver has five children and lives in Tetbury with his wife Rebecca. On the weekend, Oliver enjoys nothing more than a family roast dinner, or BBQ (weather permitting).

Mark specialises in commercial insurance and making sure customers’ businesses are properly protected. Working for the agency since 2002, he is a firm believer in building long term relationships and understanding individual needs, as opposed to a one size fits all approach. His role is centred around getting to know you, your business and offering suitable insurance solutions. As well as being an NFU Group Secretary supporting our farming customers, he also oversees our growing commercial sales team who deal with insurance for a range of sectors including hospitality, manufacturing and retail. Mark and his wife Kirsty live in Malmesbury with their 2 children. In his spare time he can be found out on a run or walking his two Dachshunds with the family.  

Caroline is an experienced Insurance Agent at the South Cotswolds office. She leads the Farm & Estates team within the agency and focuses on our farming customers’ business needs including farm diversifications. 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 customers’ needs. Caroline lives on a farm near Melksham with her fiancé Matt.

Anna specialises in high value home insurance, specifically our Bespoke product. Her work before NFU Mutual was in jewellery insurance and valuation and she has a passion for ensuring clients valuables are adequately protected to avoid underinsurance. She is able to develop tailored insurance solutions to suit our private clients needs. Anna also comes from a farming background and enjoys getting to know our farming clients and ensuring our products meet their individual business needs along with being a Group Secretary for the NFU. She has worked for NFU Mutual since 2015 so can provide a wealth of knowledge across all of our business areas and products. Anna lives with her partner Nick near the Swindon office. She enjoys spending time outdoors with friends and family and walking her dog in the Wiltshire countryside. 

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. In her spare time Carrie is kept busy with her son Jacob.

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. In her spare time Alex enjoys grass racing with her friends and family across the whole country.

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 and can book our clients in to see one of our financial advisers. Matt lives with his family in Bristol and as a keen astronomer can often be found in the countryside with his telescope.

Leigh has over 15 years’ experience in the financial services sector and has worked within an agency of NFU Mutual since 2016. Leigh specialises in taking on new commercial insurance customers and prides himself on giving a tailored personal service to his customers. He can also book clients in to see one of our financial advisers to discuss pensions, investments, ISAs and protection products. Outside of work Leigh is passionate about rugby, he is a keen player and supporter of the Thornbury rugby club, and lives with his family in Yate.

Nicola has a wealth of insurance experience, having worked with NFU Mutual for over 10 years, across multiple offices. She specialises in the hospitality, wholesale and retail sectors and is able to provide advice to businesses and tailored solutions to ensure they are suitably protected. Outside of work, Nicola enjoys spending time with her family.

Aaron joined the team in June 2020 after working at an NFU Mutual agency in Oxfordshire for over 10 years, bringing with him a wealth of experience. Aaron specialises in taking on new commercial accounts particularly in the hospitality, food and drink and retail sectors. He can also deal with all motor and personal enquiries along with booking clients in to speak with our financial advisers. In his spare time Aaron enjoys long walks with his two dogs, cooking and dining out.

Lucy joined the office in 2018 and comes from a farming background so enjoys getting to know our farming clients. Lucy’s role in the office is focussed on taking on new farming clients and to develop tailored cover for their individual needs. Lucy prides herself on providing a holistic view on insurance, protection requirements including health and safety along with introducing our financial advisers to discuss pensions, investments, ISAs and protection policies. Lucy was brought up on her family farm and has many farming connections locally. She enjoys going to festivals and travelling with her partner.

Jake joined the office in 2017 with previous insurance experience. Jake's role is to manage a number of our commercial accounts, carrying out renewal reviews and advise on customers’ policies to suit their individual needs. Jake enjoys getting to know our customers and their businesses giving him the ability to offer a holistic view on insurance and protection requirements, including health and safety and financial services. Outside of work Jake is passionate about fitness and playing squash and he is busy planning his wedding for spring 2022.

Naomi has been with the agency for a number of years and looks after several of our farming clients, carrying out renewal reviews to ensure the cover is suited to their individual business needs. She is also able to provide assistance and quotations for all motor and personal enquiries along with booking our clients in to see our financial advisers. Outside of work, Naomi enjoys going out with friends and family as well as walking her dog with her daughter.

Lizzie joined our office last year and is a graduate from the Royal Agricultural University with previous work experience in equestrian and rural businesses. Lizzie’s role is to look after our private clients, making amendments and ensuring they are insured correctly along with being able to provide quotations on motor and personal policies and introducing clients to one of our financial advisers. Outside of work Lizzie enjoys horse riding and her family breed working cocker spaniels.

Wendy joined the agency in 2009, bringing with her many years of experience from insurance brokers. Wendy specialises in looking after our farming clients and can provide tailored solutions for any of their insurance needs. Wendy can also book clients in to see our financial advisers. Outside of work she’s kept busy with her granddaughter Fi, horse Honey and dog Poppy, who amuse the rest of the team with their antics!

Sarah joined the office in 2018. 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 also able to assist with all motor and personal insurance needs along with booking clients in to see one of our financial advisers. Outside work Sarah enjoys spending time with her friends and family and walking her Labrador, Inca.

Rachel has worked for the agency for over 15 years and can assist with all insurance enquiries ranging from private car to business policies and can book clients in to see one of our financial advisers. Rachel’s role involves assisting with the agents adjustments and preparing for their renewal reviews.  At home Rachel is kept busy crafting and baking with her 5 year old daughter and chasing after her cat Luna.

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 and changes. Jenny is renowned for the efficient, personal and professional service that she provides to our customers and introductions to our financial advisers. Outside of work Jenny enjoys walking her dog Wickett who is a cairn terrier along with spending time with her family.

Lou joined the office a few years ago bringing with her several years’ experience from another NFU Mutual agency. Lou’s role involves working closely with our financial advisers, to arrange client meetings and co-ordinate all of the financial services activities within the office alongside Neil. She also specialises on taking on new private clients to our tailored Bespoke product.  Outside of work Lou loves being outside and walking and lives near Stroud with her partner.

Neil joined the office in 2018 and comes with a wealth of experience within the insurance industry. Neil’s role involves working closely with our financial advisers, he arranges client meetings and co-ordinates all of the financial services activities within the office alongside Lou. He also specialises on taking on new private clients to our Bespoke product. Neil can often be found walking his gorgeous Labrador, Theo, who occasionally visits the office (and gets lots of attention!)

Sharon joined our office in 2016 having previously worked in another NFU Mutual agency office in Wiltshire. Sharon specialises in looking after and taking on new private clients along with dealing with their claims as well as introducing our financial advisers. Outside of work Sharon loves being outdoors and spending time with her grandchildren and her two daughters one of whom is married to Oliver our senior agent!

Emily joined our office in June 2019, having previously worked in roles which demanded outstanding customer service. Emily’s role is to deal with claims, she can also assist with motor and personal enquiries and is currently working towards getting her farm license. Emily also introduces our financial services offering. Outside of work Emily enjoys horse riding and breeds springer spaniels with her partner who works in agriculture.

Debbi started in the agency in 2007, previously having worked for a local insurance broker. Debbi can assist you with all motor and personal insurance enquiries along with progressing your claims. She can also book you in to see our financial advisers. Outside of work Debbi can be found socialising with friends and family.

Harriet joined the office a couple of years ago and supports our customers with their claims along with providing motor and personal insurance quotations and making amendments, she can also introduce clients to our financial advisers. Harriet lives on her family farm and can often be found chasing sheep, or exercising horses. Harriet also enjoys attending local agricultural shows.

Clare’s career started with NFU Mutual in 2008 initially working in an agency office, before spending 6 years in NFU Mutual's regional claims department bringing with her a wealth of technical knowledge. Clare uses her expertise to make sure clients have the right advice, cover and services in place and deals with our customers claims. Clare has 2 young children who keep her busy, but enjoys going to local events and village shows when she can.

Cecily joined the team in March 2020 and  has worked in insurance ever since leaving college. Cecily can provide quotations and make changes to all motor and personal policies, along with introducing clients to our financial advisers. Outside of work she is kept very busy by her young dog Diesel, her other hobbies include anything animal related, horse riding, dog walking and flying birds of prey.

Alex joined the agency in March 2020 and has previous experience in working for rural businesses. Alex’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. Alex lives and farms locally with her husband. In her spare time she loves to walk her 2 dogs in the countryside

Maria has a number of years’ experience in insurance sales and customer service roles. Maria’s role is to provide quotations for incoming motor and personal insurance as well as assisting with changes to existing policies and renewal reviews along with being able to deal with claims and introduce clients to our financial advisers. Maria also introduces our financial services offering. Maria lives in Dursley with her partner with enjoys writing and has also published a book!

Tom joined the agency in July 2020. He has recently completed the required training 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. He is currently working towards getting his commercial insurance licenses. Tom enjoys spending time with family and friends and enjoys playing and watching various sports including football.

Shirley has been with the agency since 2003 and provides excellent customer service to our motor and personal clients for quotes, new business and amendments. Shirley can also introduce our financial advisers to our clients. Outside of work Shirley enjoys being in the sun and going on family holidays with her husband and daughter.

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 our financial advisers. Hannah enjoys some retail therapy with friends and spending time with her partner and 2 children.

Sarah has worked for the office for many years. Her role is to provide quotations for incoming motor and personal insurance as well as assisting with changes to existing policies and renewal reviews. Sarah also introduces our financial services offering. Sarah can often be found with her husband and children walking in and enjoying the Wiltshire countryside.

Kirsty is responsible for administration within the agency, handles all of our documentation including new business, mid-term amendments and renewals and ensuring these are sent out to clients in a timely manor. Kirsty is married to Mark (one of the agents) and like Mark, enjoys spending time with family and friends and walking their 2 dachshund dogs.

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

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.