“Our ethos is to work directly with companies to understand how they work and what they are looking to achieve. We are fully focused on building strong, long-term relationships with our clients, which enables us to adapt their protection needs as they evolve. We carry out regular reviews as a business grows and expands to ensure their insurance policies are always correct. This ensures they are always fully protected as their business changes. We also work with our clients to help them create a sound succession strategy to protect the company’s future.
My ethical approach to insurance and succession planning is based on the importance of building trust with my clients. I genuinely care about the companies we work with; we get to know the business and directors, making them aware of any threats that may pose a risk to their operations, both now and in the future.”
Phil Izzard, Managing Director