Our Leadership Team
Partners& brings together highly talented and experienced professionals to create a dynamic and passionate management team. We’re thrilled to be working together, with our clients and with our broader ecosystem, to provide specialist advice and support for our clients.
I’ve always been motivated to do things differently, better than the competition, and to be successful in doing so. Equally, I believe it’s important to have fun. That’s what we’re doing with Partners&.
Stuart has been the driving force behind some of the UK’s leading insurance businesses including Stuart Alexander, AJ Gallagher and Bluefin. He has served as Vice President of the Chartered Insurance Institute (CII); Chair of the CII Broking Faculty; Deputy Chair of the British Insurance Brokers Association (BIBA), and Chair of BIBA’s Large Brokers Committee, demonstrating his commitment to quality standards.
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.
During almost 40 years in the insurance and financial services sector, Phil has developed a track record for building highly successful teams and businesses. His extensive experience in building successful advisory businesses gained through many leadership roles with Jelf and Marsh, has given him the insight and vision to create a new form of advisory business that will challenge current market practice.
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.
As a highly experienced CFO, Phillipa brings skills and capability gained from her involvement with a wide range of businesses and sectors including financial services, high street retail to high-growth, fast paced SME environments, all of which reflect the profile of our client base. She is an innovative problem-solver who considers the impact of issues from multiple perspectives: commercial considerations, accounting implications and regulatory impact.
Chief People Officer
We have a sense of being in this together, with a very clear purpose, and that’s what will make Partners& special for our clients and our people.
Natalie has developed and led successful and innovative HR teams at RBS, Jelf, Hero, Motocorp and most recently, Oxfam. Her distinctive capability is grounded in an amazing track record of developing and implementing approaches that promote progressive and collaborative workplace cultures.
Ed Finch – Managing Partner, Markets
We’re on the brink of a technology revolution. We now have an opportunity to fast track our development and create the best client offering in the market.
Ed was appointed Managing Director of MRIB in 2008, having worked with Independent earlier in his career. As MD, Ed led MRIB’s development into a leading Chartered Insurance Brokers and Financial Advisory practice. He is dedicated to creating a work environment based on transparency and maintains a fundamental belief in the provision of first-class service.
UK Sales Director
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.
Since starting his career with Alexander Forbes as a graduate trainee, Jonathan has built a leading reputation and specialist knowledge in the food and drink and M&A sectors, most recently at JLT and Marsh. Jonathan is also very active in a number of charities and is a committee member of Kids Out, a Director of Birmingham Food Council and has recently co-founded BFPS Black Leaders Network.
Managing Partner, South West
It’s all about the people – whether it’s our team in the office or the clients that we serve. The value of relationship has never been more important. It’s our key differentiator and it’s instilled in our DNA.
Lee started his career at Hill House Hammond, where he held various sales and leadership roles, before joining Towergate and Jelf, where he led the South West region. With his exceptional people skills and inspirational leadership style, Lee has always been an advocate of client service and people development.
Managing Partner, South East
To be a part of a revolution is very exciting. Partners& is the company that is going to lead the way in this industry by putting the client first, every time. I am hugely proud to be shaping and developing the insurance broker model as part of the best advice led business in the industry.
Nick started his career in insurance with the A Plan Group before moving to Focus Oxford LLP as a Partner of the firm responsible for the development of the insurance division. In 2017, Nick led an amicable MBO to buy the Insurance division and create his new company Focus Oxford Risk Management Ltd. The Focus philosophy was totally aligned to Partners& and therefore joining Partners& was next natural progression.
Managing Partner - Private Client
We are creating a culture that the most talented advisors 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.
Over the last 20 years Darren has enjoyed success in a variety of senior roles for both regional and global insurance brokers, focussed on strategic leadership, client experience, employee engagement and organic growth. Most recently, Darren was a shareholder and Board Director at Stackhouse Poland. Darren is on the Executive Committee of Partners& and leading Partners&’s high calibre and vastly experienced Private Client team.
Managing Partner - North and Midlands
When I learned about the direction of travel Partners& was taking, I wanted to be part of it. I wholeheartedly believe in the power of partnership and my aim is to contribute my insurer experience to the client proposition we’re creating at Partners&.
Aaron’s experience in the insurer market brings new insights and perspectives to Partners&. Prior to joining Partners&, Aaron was Chief Operating Officer for Europe at Travelers overseeing distribution, IT, marketing, operations and strategy. Before that, he spent 26 years in the British, Irish and Scandinavian insurance markets, where he managed businesses spanning commercial, financial and personal lines, including Managing Director of Codan Insurance Denmark.
Group Commercial Director
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 has built a market leading reputation for outstanding client service, a skill he learned early in his career at Royal Insurance and Midland Bank Insurance Services, and which he embodies today. With his renowned professionalism, energy and drive, he founded Jelf Group in 1989, growing it to be the British Insurance Awards, Broker of the Year in 2015, prior to its sale to Marsh & McLennan. Chris combines an unswerving commitment to the principle of seamless advice with always seeking to exceed expectations.
Managing Partner, Scotland
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 joins Partners& from Hiscox where he held a number of roles since 2000, including UK Sales Director, UK Broker Channel Managing Director and most recently, Distribution Director, overseeing Broker, Direct, Schemes, Partnerships and Marketing. He was also a member of the UK leadership team for the last 12 years and partner since 2014.
Business Improvement & Innovation Director
It’s about creating an environment where our people can realise their full potential and we use technology more effectively to serve and benefit our clients
Julia’s extensive experience within the general insurance broking and insurer markets has enabled her to build an exceptional reputation for designing and delivering business change. Julia’s ability to combine clear business process with optimal use of technology creates the perfect platform for excellent client service delivery. Prior to joining Partners&, Julia concentrated on strategy and innovation at Jelf, and led the programme for the integration of Jelf and Bluefin.
The values we hold as a company represent a genuinely new way of doing business. The focus on partnership, true collaboration, being approachable and an enabler is refreshing and vital in today’s competitive landscape.
Early in his career, Alex developed and led the family Commercial Laundry business to its acquisition by a national player. Since then, he has developed a non-executive career spanning insurance, financial services, life sciences and the not for profit sectors. Alex is also a trustee of the Wild Planet Trust.
Partner, Capital Z
Our 30 year successful track record, investing over $3billion in the US and UK insurance market is predicated on our skill at selecting outstanding management teams. We at Capital Z believe wholly in the strength of this management team.
Jonathan is responsible for sourcing, evaluating and structuring investments within the financial services and insurance industry for Capital Z, a specialist investor in the UK and US insurance distribution and underwriting market. Prior to Capital Z, Jonathan was a Senior Vice President of Donaldson, Lufkin & Jenrette, specialising in corporate finance and merger and acquisition transactions in the insurance and reinsurance sectors.
Marketing and Communications Director
Our culture is what will differentiate us. It’s based on our values and reflects the energy, dynamism and optimism across our business.
Malia brings experience in creating compelling brand, marketing and communications strategies that inform and engage, honed over the years from PR agencies in Washington, DC and London to in-house marketing and communications roles in Jelf, Hyder Consulting and Arcadis.
Head of Risk and Compliance
At Partner& we’re building something special and I’m excited to be part of this team. We are focused on putting our clients first and making this a great place to work.
Ellie is responsible for risk and compliance matters including setting policy, training, managing our relationship with the FCA, and monitoring and overseeing complaints. Ellie is a qualified chartered accountant and previously held roles at RBS and Deloitte.
Chief Information Officer
Partners& is all about making a difference with technical, operational, and organisational agility to ensure we serve our clients right the first time.
Swati has a proven track record for successfully delivering leading digital transformation, process optimisation, innovation programmes within the General Insurance, London Market Insurance, Telecommunications and Technology sectors honed over the last 20 years. Swati is on the Executive Committee and in her role as the CIO, devise, continuously adapt, drive the Data & IT strategy and to head the delivery of key strategic projects to accelerate the success of Partners&.
Director of Operational Performance
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’s client service experience includes working with a range of businesses, from start-ups to multinational FTSE 100s requiring complex global placements. In the last 15 years, she has turned her attention to specialising in media, arts and entertainment before moving into the operational side of the business.