Business Details
29 Years
experience
Trusted Insurance Brokers in Stockport
From our bases in Stockport and Macclesfield, we provide independent insurance and risk management solutions for UK businesses across diverse sectors. Authorised and regulated by the Financial Conduct Authority (FCA) with registration number 306883, we leverage the financial strength of the DR&P Group to access a wide range of insurers, including MGAs and wholesalers. Our approach, established in 1997, prioritises consultation and partnership, ensuring tailored solutions that align with each client's unique needs. We offer comprehensive services spanning commercial insurance, specialist insurance, risk management, and claims support, backed by a dedicated account management team.Our commitment to ethical practices, professionalism, and client-centric service has fostered long-standing relationships, reflecting our core values of integrity and trust. With over 25 years of collective experience among senior team members, we combine sector expertise with a proactive service model, including annual reviews and responsive claims management. Our independence allows us to source products from the whole market without constraints, ensuring competitive pricing and optimal coverage for clients of all sizes, from owner-managed businesses to national companies.
Services
Commercial Insurance
Private Clients
Risk Management
Specialist Insurance
Claims Support
Details
- Year established: 1997
Highlights and features
- We offer truly independent advice with access to the whole insurance market
- Our FCA authorisation ensures regulatory compliance and client protection
- Dedicated account managers provide personalised service and sector expertise
- Tailored solutions developed through in-depth consultation and annual reviews
- Proactive claims management with prompt reporting and settlement support
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Tailored insurance solutions
Expert industry knowledge
Dedicated account management
Prompt claims resolution
Proactive service approach
Services
Commercial Insurance
We provide independent commercial insurance solutions tailored to UK businesses' specific needs. Our FCA-regulated service accesses the whole market to secure competitive pricing and comprehensive coverage. Clients benefit from dedicated account management, annual reviews, and proactive risk mitigation strategies across multiple industry sectors.
Risk Management
Our risk management service combines specialist expertise with strategic partnerships to deliver comprehensive risk mitigation solutions. We work closely with businesses to identify exposures, implement preventive measures, and develop contingency plans. This proactive approach helps clients reduce insurance costs and operational vulnerabilities across their business operations.
Specialist Insurance
We offer specialist insurance products through access to niche insurers and unique market arrangements. Our team provides tailored solutions for complex or unusual risks that standard commercial policies may not cover. This includes bespoke coverage options for specific industries, high-value assets, and specialist business requirements across the UK.
Claims Support
Our claims support service ensures prompt and fair resolution of insurance claims. We provide dedicated claims management, including procedural advice, documentation assistance, and insurer liaison. Clients receive regular progress updates and benefit from our expertise in negotiating settlements that meet their business recovery needs.
Private Clients
We deliver tailored personal insurance solutions through partnerships with select high-value insurers. Our service covers property and related risks for private clients, combining specialist knowledge with personalised service. This includes comprehensive coverage options and dedicated support for high-net-worth individuals' unique insurance requirements.
People
Matthew Gregory
Executive Director
With over 15 years' insurance experience, Matthew joined Lloyd Bolam in 2017 and became a Director in 2022. He specialises in commercial insurance solutions and client relationship management.
Alex Mathias
Senior Commercial Insurance Broker
A senior broker with 20+ years' experience, Alex transitioned from insurance claims to broking in 2012. He specialises in building long-term client relationships and delivering tailored insurance solutions for businesses.
Madiha Tamoor
Senior Commercial Insurance Broker
With 14 years' industry experience, Madiha joined Lloyd Bolam in 2024. A Women in Insurance Awards nominee, she provides expert coverage solutions for corporate and SME clients while pursuing professional development.
Theresa Connors
Accounts Manager
Theresa has served the company for over 20 years, managing financial operations while maintaining a strong client service focus. Her expertise contributes to the firm's operational stability and client satisfaction.
Jack Nobes
Trainee Broker
As the company's first apprentice, Jack is completing his Cert CII qualification. With growing client experience since 2024, he represents the firm's commitment to developing future insurance professionals.
Questions
What types of businesses do you insure?
We work with UK businesses across all sectors, from owner-managed SMEs to national companies, providing tailored insurance solutions for diverse industry needs.
How do you ensure competitive pricing?
Our market-wide access to insurers, including MGAs and wholesalers, combined with annual policy reviews, ensures we secure optimal coverage at competitive rates for our clients.
What support do you offer for insurance claims?
We provide dedicated claims management, including procedural advice, documentation assistance, and insurer liaison to ensure prompt and fair settlement of business insurance claims.
Are you regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority (registration number 306883) as part of David Roberts & Partners (Insurance Brokers) Limited.
How does your account management system work?
Each client receives a dedicated account manager who provides one-point contact, annual reviews, and tailored insurance solutions aligned with their business's specific requirements.
Can you help with specialist insurance needs?
Yes, we have access to niche insurers and specialist partners to provide bespoke coverage for complex risks across various industries and business sizes.
