About Partners&

Partnership is the core belief that drives who we are and what we believe

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Why we’re here

Through our collective experience, we’ve observed many of the best and worst practices in the insurance advisory market. We’re here to challenge the status quo and aim to establish a new level of service. We’re combining the best traditions of technical advice and client centricity, with modern thinking and smart use of systems and technology to enhance the client experience and create a dynamic workplace for our team.

MEET OUR TEAM
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The Partners& Story

We’re creating a better way

Our industry has become increasingly commoditised, resulting in diminishing client service and short term profit being prioritised over clients. We’re here to challenge that with a new advisory model that puts people and relationships back at the centre.

Phil Barton, CEO

Our approach

Our approach is governed by the challenges our clients face. We get on their agenda and put ourselves in their shoes – that’s how we start to help them build resilience into their risk management programme. What makes us different?

  • Our distinctive culture that nurtures partnerships across our clients, our people, and our ecosystem
  • Quality of our team
  • Approach to seamless advice
  • Our mindset – to challenge the status quo
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What we believe

As a values-driven business, what we believe informs what we do and how we do it.

We’re not here to make up the numbers. We’re here to make  a difference for all of our partners. That means making brave decisions and doing things that matter, not just going through the  motions. That’s why we’re always looking to make improvements  and challenge conventional thinking. We encourage and nurture  ambition, growth and a can-do attitude.

We are easy to talk to, fun to be with and refreshingly positive.  We want people to enjoy working with us. We also strive to make  things easy, cutting through the noise and providing advice that’s  clear and easy to understand.

We’re a true partnership between our people, our  clients and our ecosystem, characterised by strong  relationships and a uniquely personal touch.

We understand that the needs of our clients  are changing, and we work together to develop bespoke and appropriate programmes that meet  their needs.

We make things happen. Our insights and  expertise provide the reassurance, security and  advice that enable our clients to achieve their  business objectives and personal ambitions.

It’s no coincidence that these values spell out PACE. It reflects our energy, dynamism and optimism that runs through our business.

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Our aim is to create the best advisory business in the UK, characterised by…

  • People who stand shoulder to shoulder with you
  • Advice that makes a difference
  • Outcomes that shape your future

Find out more about Partners& in our company brochure.

Click here to view.

About P& brochure

Read The Partners& Magazine, Summer 2023

View now

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Our Team

Our diverse backgrounds and range of perspectives enable us to create, innovate and deliver exceptional outcomes.

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Our Clients

We actively seek to understand our clients’ challenges, protect their assets and enable their growth and aspirations.

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Our Ecosystem

We are a partnership in name and in nature – our ecosystem is a network of introducers, suppliers, and professional practices – to whom we are confident to refer to clients to extend our proposition.

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Professionals at a large meeting smiling

Our Team

Our diverse backgrounds and range of perspectives enable us to create, innovate and deliver exceptional outcomes.
Woman in a wine-making warehouse testing the wine

Our Clients

We actively seek to understand our clients’ challenges, protect their assets and enable their growth and aspirations.
Man being interviewed in front of a camera and green screen

Our Ecosystem

We are a partnership in name and in nature – our ecosystem is a network of introducers, suppliers, and professional practices – to whom we are confident to refer to clients to extend our proposition.

We are focused on putting clients first and making this a great place to work

Ellie Smith

Head of Risk

It’s about putting our people first. In this organisation, people are what matter.

Lee Davey

Managing Partner

We’re challenging the status quo… we’re not looking to be like someone else. This is something very different, and very exciting.

Stuart Reid

Chair

The big draw to Partners& is the quality of the team and the firm’s commitment to challenging the status quo

Isha Patel

Managing Partner

At Partners& the sense of being together, and our clarity of purpose… that’s what makes the difference.

Natalie McClean

Chief People Officer

Focusing on client service excellence is what brings the most reward and satisfaction on a professional and personal level, and I believe that’s when we win with, and for, our clients.

Chris Jelf

We are creating a culture that the most talented advisers in the UK want to be a part of. Everything Partners& is doing is centred around people - believing the best client experience is only possible, when the people serving them are genuinely engaged and doing something they passionately believe in.

Darren Humphray

The cultures of MacDonald Group and Partners& are a perfect fit. We have always had our people and clients at the centre of our business, and I feel this ethos is very much at the heart of Partners&. I am very excited by the opportunities that lie ahead and to be working with such a talented team as we grow our business in Scotland.

Ewan MacDonald

Our culture is what will differentiate us. It’s based on our values and reflects the energy, dynamism and optimism across our business.

Malia Brown

We know that in many sectors today, the focus on the client has waned. Our aim is to challenge that. We want to act as an example to the industry that when we get on our clients’ agenda, it’s a win-win – we understand them better and are able to provide better advice and we gain their loyalty, which is great for us as a business.

Neil O’Sullivan

I believe there is a short-termism in the market that is getting in the way of advisers serving clients. We’re intent on changing that and creating a better way, building long term partnerships with clients, insurers and other key stakeholders. Our business is determined to put clients, our team and relationships at the centre of our decision making.

Phil Barton

The notion of partnership is woven across our business. My aim is to continue to build on that and develop strong working relationships between the finance function and the business so that we can work together to optimise opportunities as the business grows.

Phillipa Sherman

We are on a mission to create the next generation insurance advisory business. A key requirement for us to reach that goal is to push the boundaries of how we partner with our clients. The ability and desire to drive this change in our industry, for the benefit of clients, is what I love about our business.

Ramzan Ghafoor

The Partners& values really speak to me and my passion for being the difference that agitates for transformation. Progressive, Approachable, Collaborative and Enablers are words that not only incited great energy but ensure that I know I am part of a business that has values, focus and ambition aligned to my own aspirations.

Rebecca Merry

Over my 30 years in the insurance industry, I have had the pleasure of working with many brokers across the UK and building long lasting partnerships that benefited the client, the broker and the insurer. This team’s values and their ambitions are very similar to my own and I am excited about the contribution I can make to build the number one insurance advisory business in the UK.

Ross Dingwall

Partners& is all about making a difference with technical, operational, and organisational agility to ensure we serve our clients right the first time.

Swati Chopra

I believe what makes Partners& different is our focus on putting the client back at the centre of our world, which is where I started my career, but now I have access to the technology to really help our clients in ways I never dreamt of back then.

Tracey McCreath