Our Approach.

We provide a highly developed and personal service to all our clients, no matter what their size or premium spend.

Our Ethos.

We are a family run and client focussed practice. We take pride in what we do within our community.

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Meet the Team

We have expertise in every aspect of the financial and insurance industry.

Terry Hodges

Managing Director

Jane Hodges

Company Secretary

Ben Hodges


Financial Services

Sue Moon


Christine Winslade

Mortgage Advisor

Adam Beadle


Wendy Porter-Ward


Insurance Services

Phil Robinson


Justin Barber

Account Executive

Sam Porter-Ward

Commercial Account Manager

Karen Seager

Account Manager

Parhys Bell

Account Administrator