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Business Details
50+ Years
experience
Your Trusted Local Insurance Broker in Taunton
Established in 1946, we are a local insurance brokerage firm dedicated to delivering tailored insurance solutions with a strong focus on community engagement. Our expertise spans commercial, property, and personal insurance, supported by decades of experience and a commitment to understanding the unique needs of our clients. As part of the Benefact Group, we channel profits into charitable causes while maintaining a local presence with face-to-face service. Our team prioritizes risk management, personalized advice, and sustainable practices to ensure comprehensive protection for businesses and individuals.

With offices across the Southwest and South Wales, we combine local knowledge with access to national insurance providers, offering clients the benefits of both regional insight and broader resources. Our approach emphasizes transparency, jargon-free communication, and long-term client relationships built on trust and reliability.
Services
Commercial Insurance Property Insurance Farm Insurance Cyber Insurance Motor Trade Insurance Travel Insurance Car Insurance Home Insurance Liability Insurance Farm Motor Insurance
Details
  • Year established: 1946
Highlights and features
  • We offer over 75 years of combined insurance expertise with local market knowledge.
  • Our team provides personalized risk management solutions tailored to specific client needs.
  • We are part of the Benefact Group, donating all available profits to charitable causes.
  • Our brokers deliver face-to-face service with jargon-free explanations of policy details.
  • We maintain sustainable practices by reducing broker miles through local office networks.
Associations and certifications
  • Financial Conduct Authority (FCA)
What people say
Amazing service Fabulous service Professional and polite Helpful and a pleasure First class service
Services
Commercial Insurance
We provide comprehensive commercial insurance solutions tailored to protect businesses from legal liabilities, property damage, and operational disruptions. Our brokers work closely with clients to identify industry-specific risks and implement customized coverage strategies. With expertise spanning sectors like hospitality, manufacturing, and agriculture, we ensure businesses maintain continuity through unforeseen challenges.
Property Insurance
Our property insurance covers residential and commercial properties against risks including fire, theft, and natural disasters. We offer policies for standard homes, listed buildings, and unoccupied properties while addressing underinsurance risks through professional valuations. Our team ensures accurate coverage that evolves with changing property values and client needs.
Farm Insurance
Specialist farm insurance protects agricultural operations through combined policies covering livestock, equipment, and liability claims. We provide risk management support and tailored coverage for smallholdings to large estates. Our brokers combine sector-specific expertise with onsite advisory services to address traditional and emerging risks in farming.
Motor Trade Insurance
Designed for automotive businesses, this insurance covers repair shops, dealerships, and fleet operators against risks associated with vehicle handling and storage. Policies include protection for premises, tools, and customer vehicles while addressing liability claims arising from business operations.
Travel Insurance
We offer flexible travel insurance options for single trips or annual coverage, including medical emergencies, trip cancellations, and personal belongings protection. Our brokers assist clients with pre-existing medical conditions to find suitable policies while providing coverage for adventure sports and international travel.
People
Jonny
Insurance Broker
Jonny provides detailed insurance consultations, helping clients secure better coverage at competitive rates. His approach builds client confidence through thorough understanding of policy details and individual needs.
Steve Barrett
Team Lead
Steve delivers professional and polite service at the Tiverton office, demonstrating extensive insurance knowledge and prompt follow-up on underwriter inquiries.
Richard
Broker Team Manager
Richard leads a helpful team with deep expertise, maintaining long-term client relationships through reliable advice and tailored insurance solutions.
Caroline
Customer Service Specialist
Caroline provides efficient and pleasant support, resolving client queries without hesitation and ensuring clear communication during insurance processes.
Jon
Fleet Insurance Expert
Jon manages fleet insurance with impeccable service, maintaining client trust through consistent value-for-money solutions and industry-specific policy knowledge.
Questions
What types of insurance do you offer?
We provide commercial, property, farm, motor trade, travel, and personal insurance solutions tailored to local businesses and individuals.
Are you regulated by the Financial Conduct Authority?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) for all our insurance services.
How do you support local communities?
As part of the Benefact Group, we donate all available profits to charities and maintain local offices to reduce travel while supporting regional economies.
Can you help with underinsurance risks?
Yes, we provide professional valuations to ensure accurate sums insured for property rebuild costs and other assets.
Do you offer face-to-face insurance consultations?
Yes, our local brokers offer in-person meetings and ongoing support through offices in Taunton, Tiverton, and other regional locations.
How do you handle complex insurance needs?
Our brokers assess individual requirements and implement bespoke policies, combining local expertise with access to national insurance providers.