Best Insurance Brokers in Bath 2023

Best Insurance Brokers in Bath

Entering your information repeatedly can quickly become tedious. When clients work with an insurance broker in Bath, they do the legwork for them, using the information they provide to find the best policy at the best price, as quickly as possible.

Insurance brokers have been assisting their clients for hundreds of years, so they can be confident that they are in good hands with any insurance brokers they carefully select.


Insurance Brokers in Bath

Insurance Brokers in Bath are listed below.

  1. A-Plan Insurance

A-Plan provides auto, home, and van insurance, as well as a variety of other insurance services.

They are passionate about client service and believe that the best way to support their clients and deliver real value for money is through their local branch teams of friendly and experienced staff.

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They have been looking after the insurance needs of the people of Bath for nearly thirty years and are located on George Street at the top of Milsom Street.

Interestingly, many of their clients have been with them since the beginning, allowing them to develop some strong, long-lasting relationships along the way. Many of their customers came to them looking for a better deal on insurance.

They have so impressed these clients with their professionalism and service that the majority of them have asked them to handle their other insurance needs as well. This demand has grown to the point where they now have a Property Insurance Department that insures both private homes and rented properties.

Contact: +44 1225 788044

Address: 7 George St, Bath BA1 2EH, United Kingdom

  1. Higos Insurance Services Limited | Bath Branch

Higos Insurance Services Limited is a licensed insurance broker. Their chartered insurance broker works with over 280 industry-leading insurers to find the most competitive commercial insurance policy for their clients.

Their expert team is happy to assist their clients in locating the best deal on a variety of commercial insurance policies or in reviewing their current policy. They provide commercial insurance policies such as liability, tradesmen, shops, offices, buildings, clubs, care providers, cyber, fleet, motor trade, and others.

Insurance Times named Higos Insurance Services ltd Commercial Insurance Broker of the Year in 2021. Higos Insurance Services ltd has a Trust Pilot rating of 5 stars Excellent and a dedicated in-house claims team.

Contact: +44 1454 285255

Address: Church Farm Business Park, Bath BA2 9AP, United Kingdom

  1. Morgan Financial Group Ltd

Morgan Financial Group Limited was established in 1992 as a result of a management buyout from Morgan Insurance Brokers Limited of Staffordshire, which had been in business since the 1950s. Since its inception, the Group has experienced steady growth and is now regarded as one of the leading financial services companies in the United Kingdom.

The Group operates throughout the United Kingdom, with headquarters in Bath and Cheltenham. Morgan Financial Group’s success has been built on a strong commitment to service, as well as the recruitment and retention of high-quality employees. The financial services industry has changed dramatically in recent years as a result of new legislation, new technology, and increased client expectations.

Morgan Financial Group has evolved in tandem with these changes, investing appropriately in information technology, customer service, and staff training to ensure that the business operates efficiently within the expectations of the twenty-first century.

Contact: +44 1225 429471

Address: 41 Gay St, Bath BA1 2NT, United Kingdom

  1. Woodbury Insurance Brokers Ltd

Woodbury Insurance Brokers Ltd has been assisting clients with their insurance needs for over 50 years. They provide independent insurance advice to clients in the local area as well as those from all over the UK from their offices in Cheddar, Somerset. They are, in many ways, a very traditional business.

They are a family business that enjoys meeting people in person to discuss their needs. Of course, they’ve evolved with the times and can now assist clients with a wide range of insurance needs.

However, as the company has grown, they have remained committed to its core values of independence and customer service. Unlike many insurance brokers, their employees are not paid a commission, so any advice they give is completely unbiased.

They are on their clients’ side and will only recommend products and services that they believe are truly appropriate for them. Similarly, their service does not end with the sale. They are available to their clients if they require assistance, and they take pride in their quick response times, whether clients need to file a claim or simply seek advice.

Woodbury’s clients are more than just a number to them. Clients have valued customers, and they will take the time to get to know them and their insurance needs.

Contact: +44 1934 742550

Address: Bath St, Cheddar BS27 3AA, United Kingdom

  1. Watson Financial

They believe that great advice is at the heart of helping their clients build a more secure financial future. When financial changes occur, their experience and common sense allow them to be a constant source of stability for their clients.

Also, they have a team of highly qualified financial advisers with access to cutting-edge technology to ensure that their clients’ futures are more secure as a result of working with them.

They chose to join the Quilter Financial Planning network, one of the UK’s leading financial advice networks, in order to provide the highest standards of financial advice to their clients. Working with Quilter Financial Planning allows them to use their local expertise while also receiving the support that comes with being a part of a national organization.

Contact: +441225789880

Address: 3 Fountain Buildings, Bath BA1 5DU, United Kingdom

  1. L&C Mortgages

L&C believes that buying a home should be enjoyable, and remortgaging should be simple. However, for some people, the process of obtaining a mortgage can be extremely difficult.

If a client goes directly to a lender, it can take several hours just to fill out the paperwork, and the client must schedule an appointment. If clients are turned down, they leave a paper trail that could jeopardize any future applications.

All of this can add up to a lot of stress and inconvenience. When the mortgage is completed, they, like all other brokers, are paid by the lender. The difference is that, unlike other mortgage brokers, they do not charge their customers an additional fee on top of this.

Contact: +44 808 292 0341

Address: Beazer House, Lower Bristol Rd, Bath BA2 3BA, United Kingdom

  1. Lansdown Financial Services – Mortgage Experts

They take pride in developing personal, long-term relationships with all of their clients. Whether clients are looking to buy their first home, move up the property ladder, or are simply a portfolio landlord looking for a new broker, they guarantee that once they use them, they will never seek advice from anyone else.

They can work around their clients and be flexible to meet their needs with their bespoke service.

They can provide telephone, video, and face-to-face appointments at a time and location that is convenient for clients (face to face appointments are currently unavailable due to Covid-19).

Contact: +44 1225 459515

Address: 6&7 Trim St, Bath BA1 1HB, United Kingdom

  1. Ian Macdonald Insurance Services Ltd

Insurance Services Ian Macdonald Ltd, They are an independent insurance broker that was founded in 1981.

Ian Macdonald Insurance Services Ltd provides a wide range of personal and commercial insurance products through their insurance panel and specializes in providing the best products with a friendly and personal touch.

They are adaptable in their approach and can provide face-to-face, phone, or email conversations to help their clients identify their needs.

Their dedicated team of experienced insurance consultants will walk their clients through the insurance process and be available to them if they need to file a claim.

Contact: +44 1761 416937

Address: 113 High St, Midsomer Norton, Radstock BA3 2DA, United Kingdom

  1. Fox Davidson

Fox Davidson is a reputable mortgage brokerage. They offer award-winning, insightful, and knowledgeable mortgage advice. For personal mortgage advice, they take pride in looking after their clients for the rest of their lives.

They specialize in securing mortgages for those looking to buy or refinance a primary residence, professional landlords looking to expand their residential and commercial property portfolios, developers looking to build and improve property, and business owners looking to buy commercial property.

Contact: +44 1225 946606

Address: 4 Queen Square, Bath BA1 2HA, United Kingdom

  1. Portcullis Insurance Brokers Limited

They are an FCA-approved independent commercial insurance broker (Financial Conduct Authority).

Also, they offer all types of insurance throughout the United Kingdom, with access to a wide range of insurance markets, including Lloyds of London, and exclusive facilities. Portcullis has a distinct core philosophy that includes the ethos that the customer comes first.

They cultivate unique relationships with their customers by utilizing dedicated experts who communicate on their wavelengths.

The Portcullis team is comprised of experienced commercial insurance professionals who provide independent advice with first-rate knowledge of their clients’ needs and their area, and who are supported by a team based at their Head Office to ensure efficient administration of their clients’ business insurance requirements.

Address: 21 Howes Cl, Barrs Court, Bristol BS30 8SA, United Kingdom

A final thought on Insurance Brokers in Bath

Insurance brokers do the legwork for clients, saving them the trouble and time it takes to compare hundreds of insurance products.

Below, you can find the answers to some of the most asked questions relating to the insurance brokers in Bath.

Frequently Asked Questions (FAQs)

[sc_fs_multi_faq headline-0=”h3″ question-0=”What is the distinction between direct and composite brokers?” answer-0=”The Broker Direct (between end-users and primary insurers only). Brokers of insurance (between primary insurers and insurers only). Brokers in a group (both the above).” image-0=”” headline-1=”h3″ question-1=”What exactly is a composite broker?” answer-1=”A composite broker is an insurance broker who, for a fee and/or remuneration, solicits and arranges insurance and/or re-insurance for its clients with insurers and/or reinsurers in India and/or abroad; and/or provides claims consultancy. ” image-1=”” headline-2=”h3″ question-2=”Who pioneered life insurance?” answer-2=”The first life insurance policies were purchased in the early 1800s. The Amicable Society for a Perpetual Assurance Office, founded in London in 1706 by William Talbot and Sir Thomas Allen, was the first to offer life insurance. ” image-2=”” count=”3″ html=”true” css_class=””]

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