Tom Yeo

I was introduced to Sam from our accountant at Azets, when you have a great relationship with your accountant you always trust their recommendations!

I wanted more confidence from our insurance broker to ensure as a company we were being looked after with our Private Medical Insurance (PMI).  As an accountant myself I wanted to ensure we were getting the best possible value for money and the right level of cover for our directors.

Our previous broker didn’t really engage with us after a buy out of a smaller brokerage, this is not the service I wanted.  After meeting Sam, I felt we were in the right hands for sure.

Sam did a review with all her providers and gave me options – something our previous broker didn’t!

My brief was to stay with our existing provider, however this wasn’t the most cost-effective company, after Sam had contacted them on our behalf with another providers quote they reduced our annual premium in line with their competitor. 

We have continued to work with Sam over the last 2 renewals and each time she has ensured we remain with our existing provider, and through her knowledge, experience and really wanting to get the best possible deal for us we have reduced the initial renewal price down 2 years running.

I would highly recommend Sam’s services.

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