Willis and Company (Insurance Brokers) Limited


Key Information

Tel: 028 90329042
Fax: 028 90232362

johnb@willisfinancialservices.co.uk

Company Website


Sectors

Financial Services Professional Services

Lead Contact

Established in 1978 by Robert Willis, the company has now grown and evolved to become a second generation family firm with over 60 employees.


 


The core activity of the firm is to provide combined corporate insurance policies for companies operating in all sectors of the local economy, but over the years the firm has become a leading provider to the commercial property, construction and haulage industries. While still a local family owned business we have national buying power through our membership of the Willis Network.


 


Recently we established a separate division AIS which specialises in supporting our clients through tthe claims process to help ensure they can make the most of their insurance cover when it is needed most.


 


In 2005 we established our financial services team and this provides independent financial advice to individuals and firms. We provide individual protection, investment and tax planning alongside our corporate services that include protection and succession planning for business owners through to group schemes for employees including compliance with latest auto-enrolment pension legislation.


 


Our most recent development has been the launch of Willis Consulting a division designed to support the employer as they try and manage their business through the maze of human resource and health and safety legislation that can make the day to day work of running a succcesful trading business seem so complicated.


 


In all of our services we aim to try and provide not just good value products, but services to support those products to ensure they deliver their intended outcome.


 


Some of our key personnel include:


 


Richard Willis, Managing Director


Mark Willis, Director and head of AIS


John Bedford, Director and head of Wealth Management


Stephen Willis, Director and head of Employee Benefits


Janet Kerrigan, Director of Consulting


 


We are a locally owned firm with national buying power looking to work with and support other local businesses. 

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