Hannah Basten, Cert CII
“I started working for Clarke Roxburgh Insurance Brokers in August 2003, as Trainee Insurance Advisor for the newly established Affinity Department. In this role I gained a solid knowledge of personal insurance.
I am now Assistant Manager of the Commercial Connected Department, where I am responsible for the personal insurance policies of our commercial clients. We provide a highly personalised service tailored to meet our clients’ specific needs.
I thoroughly enjoy my job and I am keen to continue developing my knowledge, gaining more qualifications through the Chartered Insurance Institute.”
Ian Wood
“I joined Clarke Roxburgh as Assistant Manager/New Business Consultant at our Evesham Office in 2004. This followed three years’ experience within the industry in customer service.
My responsibilities include sales and service to existing and new clients and dealing with the day-to-day management to ensure the smooth running of the office.
It is great to feel that your own performance has a direct impact on the office, and being part of a strong team has given me the confidence to achieve real results that contribute to our financial growth.
At Clarke Roxburgh I have been given time and support for my own development, and I am currently working towards my NVQ and Chartered Insurance Institute qualifications.”
Andy Gillett Dip PFS BA(hons)
“I started working for Clarke Roxburgh in the Worcester office in 2000 as an Independent Financial Advisor, before moving to Malvern a few years ago. Prior to this I worked for an insurance company after completing a four-year degree in Business Studies.
I am a member of the Personal Finance Society and hold the Advanced Financial Planning Certificates in Taxation and Trusts, Personal Investment Planning and Business Financial Planning. I feel it’s important to possess a combination of experience and professional qualification, so that my clients can be really confident in the service they are getting.
My role involves providing independent financial advice to individuals and companies. I specialise in Investment Planning, Inheritance Tax and Retirement Planning.”
