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High net worth insurance specialists – A&T Private Client Insurance

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Why Choose Us


Alan & Thomas is a leading insurance broker based in Southern England providing insurance solutions and risk management services for high net worth individuals, businesses, organisations and charities.

Originally founded in 1975, we have now firmly established ourselves as a Top 100 independent insurance broker in the UK. We are also a member of Brokerbility - a network of 37 independent brokers across the UK¹ - which gives us national size and reach but the ability to offer local and personal service.

Chartered Insurance Brokers Logo

In 2007, we were awarded the prestigious title of ‘Chartered Insurance Broker’ by the Chartered Insurance Institute (CII) and are the only independent broker in Dorset to have achieved this status. Awarded to less than 225 brokers in the UK², the title is given to those who pass a rigorous annual inspection to prove they can demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice. We have successfully renewed our status each year since 2007. Chartered broker status is recognised as the ‘gold standard’ within the insurance industry and it proves to clients that they can expect the very highest levels of expertise, service and support on a continued basis.

Here at Alan & Thomas, we are committed to providing our clients with first class service and advice on their risk management and insurance programmes. The majority of our advisory staff have obtained their professional qualifications from the CII and are experts in their chosen sector so clients can be assured of tailored and knowledgeable service. We also have a very experienced in-house claims team who will take the pressure off you in the unfortunate event of a claim and pursue the matter to a satisfactory conclusion with your insurer.

With headquarters in Poole, Dorset and further offices in Gillingham, Dorchester, Basingstoke and Frome, we now employ over seventy staff members. All our staff adhere to a strict set of values, chosen by them, to ensure clients are treated with the highest levels of customer service, respect and efficiency - please see below.

We work closely with the UK's leading private client insurers to develop bespoke insurance products, which allows us to tailor cover to our clients' exact requirements to fit their lifestyle and needs.

¹Top 100 Independent Brokers 2013 published by Insurance Age in association with Cornell Consulting

²As at 5 January 2015


Trust LogoOur Values

Teamwork

We will work together to achieve our goals by taking responsibility for our own roles and supporting others in theirs. We will maintain focus and motivation and make A&T a great place to work

Respect

Our customers are invaluable. We will respect them as without them we simply don't exist

Unique

We are passionate and enthusiastic about everything that we do. Striving to provide creative and innovative solutions for our customers and staff with a 'can do' attitude

Service

We will consistently deliver what we promise in a personal, professional and ethical manner

Triumph

By setting exceptional standards we will win and retain customers and drive profitability for investment in our future

Why choose Alan & Thomas?
  • Top 100 UK independent broker* with Chartered Insurance Broker status
  • Dedicated private client insurance expert to guide you through the process
  • Free no obligation insurance review and quotation
  • Bespoke levels of insurance cover tailored to your individual requirements
  • Competitive insurance premiums underwritten by the UK's leading insurers
  • Multi-policies available - one renewal, one premium
  • Dedicated in-house claims team who will deal with any claim on your behalf

* Top 100 Independent Brokers 2015 published by Insurance Age in association with Cornell Consulting

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