After working as an appointed representative (AR) for 5 years building up a sizeable book of business, Graham decided he wanted to start his own brokerage.
He investigated various routes, including other AR models, broker networks and the option of starting his own brokerage from scratch. His research made it clear to him that whichever route he chose, he had three criteria points to fulfil. These included:
- Help with client money handling
- Immediate access to quality market
- Support with the completion of his FCA application
Coversure ticked all the boxes. Graham opened Coversure Falkirk in 2018, and he’s never looked back. The central services team provided a seamless setup, quickly establishing access to insurer markets, providing his IT systems and the management of client money. The compliance team assisted Graham with his FCA application, ensuring that the transition from AR to authorised business was swift and painless.
Coversure Falkirk has grown significantly since it opened in 2018. Graham has recently moved into a new office in Falkirk and hired x new members of staff to keep up with client demand.
“It’s great to have a larger office behind you so that you can get on with running your business, looking after your clients and going after new business.”
“Coversure gives you the framework to do what you want to do. You are not siloed into one approach so you can be completely true to what it is you want to do and focus on that.” – Graham Lilley
