Both companies specialise in looking after clients with complex insurance requirements and the transition to Castleacre offers enhanced benefits for Merritt clients. In addition to property, fine art and specialist car cover, Castleacre provides bespoke Life and Private health insurance, Trustee and Executor insurance cover amongst other specialist protection.
‘Over the last ten years, the number of private clients we look after has consistently grown in both the UK and Europe. Most of these new clients have come to us through client recommendation, or referral from other private client professionals. We attribute our growth to a deliberate focus on personalized, traditional service, the accessibility our clients have to us, our team of brokers and advisors, and our willingness to solve difficult problems.
Our team has grown to accommodate this expansion and now is an ideal time to acquire a broker business that shares a similar ethos to us. Under the leadership of Jonathan and Franky Merritt, Merritt Insurance have attained an excellent standing since they set up over a decade ago. When the opportunity arose to acquire Merritt, we knew instinctively it was a very good match for us because we both understand the importance of client led service.’
‘We know Castleacre Insurance well by reputation and both Merritt and Castleacre focus on strong client relationships. We are confident that our clients will be well looked after by Castleacre and I am looking forward to working with their team over the next two years to ensure a smooth transition.’
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