About Partners&

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

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

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

Read about our story

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

What we believe

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

Progressive

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.

Approachable

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.

Collaborative

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.

Enabler

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.

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.

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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.

Our Team

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

Our Clients

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

Our Ecosystem

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

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

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

Many of us have come from large corporate backgrounds, we have seen the silos that exist and result in a lack of care in the way clients are served. The bond between all of us in Partners& is to challenge that status quo and make sure our clients are the absolute focus of our attention.

James Porter

What struck me about Partners& is its purpose and its values, both of which run right through the organisation. I also wanted to work with the best professionals in our industry and be part of an organisation that is challenging the status quo, bringing the client back to the centre and promoting the partnership between brokers, clients and insurers.

Jon Miller

In leading both our Operations and Regulatory departments, I am to ensure that our clients’ are always at the centre of our service.

Charles Bettinson

We're not just about values, we're also about actions. With a foundation built on being Progressive, Approachable, Collaborative, and Enablers, we prioritise our clients and leverage technology to deliver unparalleled service and solutions

Ian Keats

It is so motivating to be part of a business with such dedication to nurturing and promoting talent. Our industry is all about people and we recognise that in a way that no one else does.

Simon Haynes