Chief Executive Officer
Responsible for overall management and direction
Chief Operations Officer
Responsible for the financial side of Alan & Thomas
Responsible for motivation and management
HR & Compliance Director
Responsible for Human Resources and FSA compliance
Responsible for marketing and promotion
Business Development Manager - Poole
Responsible for Poole account executive team and all business development activity
Business Development Manager - Gillingham
Responsible for Gillingham account executive team and all business development activity
Alan & Thomas are leading insurance specialists in Southern England providing insurance solutions and risk management services for businesses, organisations, charities and high net worth individuals.
Originally founded in 1975, we have now firmly established ourselves as a Top 100 independent insurance broker in the UK¹ and take pride in being the only independent broker in Dorset with national presence.
In 2007 we were delighted to be awarded Chartered Insurer Broker Status by the Chartered Insurance Institute - the industry's gold standard for insurance brokers. These select firms must meet a demanding code of ethical practice, placing clients' interests at the heart of all their advice, while developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice - something Alan & Thomas are proud to be a part of.
With headquarters in Poole, Dorset and two further offices in Gillingham and Frome, we now employ sixty staff members – many of whom are specialists in their field, meaning you will receive advice and guidance from an expert who knows your industry. All staff adhere to a strict set of values, chosen by them, to ensure clients are treated with the highest levels of customer service, respect and efficiency.
Working closely with the UK's leading insurers to develop bespoke insurance products means that we can tailor cover to clients' exact requirements to ensure they are fully protected. Not only will you benefit from a comprehensive insurance and risk management package but you will also gain a trusted professional adviser who will get to know your business and assist you in ensuring it reaches its full potential.
¹Top 100 Independent Brokers 2011 published by Insurance Age in association with Cornell Consulting
Chartered Broker Status
Now, more than ever, consumers are demanding that professional advisers demonstrate professional capabilities. They want to deal with professional individuals and professional firms who can provide first-class service, advice and support.
We are proud to have been awarded the prestigious Chartered Insurance Broker designation by the Chartered Insurance Institute and are the only independent broker in Dorset to achieve this.
We believe that Chartered status gives us the edge over our competitors. It is an objective measurement and verification of a professional approach to meeting clients’ needs. It’s the seal of approval that sets the professional advisor apart.
Research shows that consumers recognise and value the Charter mark as an indication of merit, capability and commitment to ethical practice.
Teamwork - we will work together to achieve our goals by taking responsibility for our own roles and supporting others in theirs. We will maintain focus and motivation and make A&T a great place to work
Respect - our customers are invaluable. We will respect them as without them we simply don't exist
Unique - we are passionate and enthusiastic about everything that we do. Striving to provide creative and innovative solutions for our customers and staff with a 'can do' attitude
Service – we will consistently deliver what we promise in a personal, professional and ethical manner
Triumph – by setting exceptional standards we will win and retain customers and drive profitability for investment in our future