Friarsgate Financial Planning has joined the Association of Medical Insurers and Intermediaries (AMII) as a new member.
Friarsgate was founded in 2019 by Bill Hughes, David Jacobsen and Darren Booth following the merger of two local, established financial advisory firms – Arrow Financial Services and D & G Independent.
Corporate protection specialist at Friarsgate Dave Richards, who previously worked at Securehealth for seven years, specialising in corporate private medical Insurance, before joining Friarsgate to build and grow its corporate protection business, offers impartial advice on group PMI, group risk, relevant life, key person protection, shareholder protection and business loan protection across the entire marketplace.
Commenting, Richards said: “Our independence and holistic approach are key for us – it means we can offer our clients bespoke and fully-rounded support to suit their needs and requirements.
“We’re based in Chester, but our growing client base stretches across Cheshire, North Wales, Shropshire, Merseyside and Manchester. We also have an adviser based in London as well corporate clients located across the UK.
“Joining AMII feels like the perfect fit for us as we grow our business. Private Medical Insurance is a key focus for us at Friarsgate Financial Planning, as we start to emerge from the Covid 19 lockdowns and realise the effects that the pandemic has had on our NHS. The gravitas and independence that AMII offers will only assist us in achieving our goals for 2021 and beyond.”
AMII executive chairman, David Middleton, (pictured) added: “We’re really pleased to welcome the Friarsgate team on board. They have a very people-centric approach to business, building longstanding relationships with clients and ensuring a personalised, one-to-one approach. This is the kind of industry support that AMII is all about.
“Friarsgate join us at an important time as we look ahead to the changing landscape of the health sector and drive AMII forward. We look forward to Friarsgate joining us on this journey.”
