Worldwide brokers deal with general insurance partner
By mpad_mark | Thursday, September 20, 2012, 14:25
A Cornish firm of independent financial advisers has increased its offering to clients after partnering with a local independent insurance brokers.
Celebrating joining forces are (L-R) David Easdon (Lorica Insurance Brokers), Neil Chamberlain (Worldwide Financial Planning) and Ian White (Lorica Insurance Brokers)
Worldwide Financial Planning, which has offices in Truro and Wadebridge, has appointed Indian Queens based Lorica Insurance Brokers as its preferred partner for general insurance services.
The move will allow Worldwide to extend the range of specialist support it offers to business and personal clients.
Worldwide's director, Neil Chamberlain, said: "As a company our philosophy has always been to provide specialist, not generalist, support.
"As people know we do this really well with pension, mortgage, inheritance tax, investment, saving and commercial finance advice, and have won numerous awards over the last 15 years as a result of our service and expertise.
"But we get a number of clients wanting support in other areas that are linked to their finances, and although we work with other brokers, we wanted to create a partnership with general insurance experts who can give the same high level of service to our customers as our IFAs.
"One of their key strengths of offering bespoke insurance solutions differentiates them from other general insurance companies.
"This is something that helps deliver value added solutions to our clients."
Worldwide hope it will be the first of a number of preferred partnership agreements with a range of companies across differing sectors.
David Easdon, Lorica Insurance Brokers' account executive, said: "We're very pleased to be part of this partnership with Worldwide.
"At Lorica we have a simple philosophy, to place the customer at the forefront of everything we do. Our relationship management is central to how we work and providing a bespoke service is what we do.
"We'll be able to work closely with Worldwide to build solutions for clients with distinctive and complex requirements.
"Many buyers are incorrectly led by price comparison and inadvertently put their organisation or personal assets at risk. Cost should always be competitive, but value for money is our guiding principal and that how I feel we can benefit Worldwide's client."
For more information please visit www.wwfp.net or call 01872 222422.