Our Services

Unlike a number of our competitors, we feel that your future point of contact should be with the person with whom you have negotiated your policy. This will not only ensure continuity but also that the advice you receive is consistent, expert and on a personal basis.

There has been a move in the insurance and financial service sectors away from personal service towards customer help-lines. We firmly believe that this is NOT the way that you should expect your insurances and financial businesses to be managed.

To us, clients are never policy or account numbers, we get to know them personally and to understand their business and particularly what is required and expected of us in order to provide an exceptional service.

The majority of Perry Appleton’s new business comes by way of referrals and recommendations from our existing clients, which we believe is the clearest demonstration of our commitment and expertise.

In addition to normal day-to-day business contact, we keep in touch by sending clients email newsletters and maintain a dialogue with insurance company representatives by holding regular, informal discussion sessions.

Clients and insurance company staff and underwriters, along with other professional connections, are invited to Perry Appleton’s social events, ensuring a healthy cross-fertilisation of ideas.

We have invested consistently in computer systems with the aim of becoming an increasingly paper-free environment. Our on-line and on-screen capability gives us access to better deals and higher levels of service from our partner insurers.

For our insurance clients, this means faster processing, especially when it comes to claims, and invariably better terms.

For clients who use our financial services arm, it means that the majority of quotes and policy documents are originated in-house and, in most circumstances, access to their pension details.

The Perry Appleton Group operates under three names:

PERRY APPLETON FINANCIAL MANAGEMENT LIMITED
Providing life, pensions, investments and mortgage solutions

PERRY APPLETON PRIVATE CLIENTS LIMITED
Providing personal insurance advice for products such as motor, household and travel.

PERRY APPLETON RISK SERVICES LIMITED
Providing commercial insurance advice and risk management solutions to all areas of commerce and industry.