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Insurance Broking Companies in Bournemouth: 72 Active Firms (2026)

Insurance broking companies in Bournemouth arrange commercial and personal cover between clients and insurers across the surrounding metropolitan area.

Buying centres in this market sit mainly with owner-managers, finance directors, property managers and household policyholders rather than central procurement teams. Work is split between personal lines, SME commercial packages, property and hospitality risks, professional-services cover, and a smaller marine-related niche linked to the local economy. Engagements tend to be advisory and renewal-led: brokers compare insurer appetite, explain exclusions, handle mid-term changes and support claims rather than selling a standalone technology or product subscription. For local firms, the commercial relationship is often a recurring service arrangement, with compliance, client-money handling and insurer panel access as important as the initial placement.

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Bournemouth has 72 actively trading insurance broking firms, making this a small, service-led local market rather than a national placement hub. Reported employment reaches 209 people, which points to a cohort dominated by compact teams rather than large branch networks. The mix fits the local demand base: SME cover, property and hospitality risks, professional services, personal lines and marine-adjacent work all reward local knowledge and insurer access. Only a limited subset appears to have moved beyond local scale, so revenue ranking should be read as a guide to placement volume and renewal books, not necessarily product breadth.

Applications for general insurance intermediary permission are submitted to the FCA, with applicants expected to show threshold-conditions compliance, governance, financial forecasts, client-money arrangements where relevant and Consumer Duty readiness. Once authorised, brokers sit inside an FCA supervisory perimeter that pays close attention to fair value, commission matching the service provided, oversight of appointed representatives, client-money safeguarding and wind-down planning. BIBA acts as the trade body and engages with the FCA and other regulatory organisations on compliance issues. For Bournemouth brokers, those rules matter because many operate with small teams and local renewal books, leaving less room for informal controls.

Future development appears likely to be shaped less by new firm formation than by compliance workload, insurer appetite and succession planning among owner-managed brokers. Smaller intermediaries tend to face a rising fixed cost from Consumer Duty evidence, appointed-representative oversight and client-money controls, while larger acquirers can spread those tasks across central functions. That points to gradual consolidation, especially where renewal books are attractive but management capacity is thin. Local specialists should still retain a role where client trust, claims support and knowledge of Bournemouth property, leisure and marine-adjacent risks matter more than national panel scale.

72

Active firms

2026

1

£5M+ revenue

Reported revenue threshold

9

Incorporated since 2022

Recent company formations

Key facts

About 1% of the trading cohort reports turnover above £5M (1 of 72 firms) — the rest sits below that revenue band.

12% of the cohort was incorporated since 2022 (9 firms), so a sizeable share is in its first few filing cycles.

General-insurance intermediaries need FCA authorisation, with applications covering threshold conditions, governance, financial forecasts, client-money arrangements and Consumer Duty readiness.

FCA broker supervision tends to focus on fair value, commission reflecting value provided, Consumer Duty, appointed-representative oversight, client-money safeguarding and wind-down planning.

BIBA says brokers write £105.5 billion in gross written premium across all lines of business and arrange 94% of commercial lines business.

An FCA benchmark put broker-arranged general insurance at over £74 billion each year, equal to 67% of all general insurance business and 81% of UK commercial insurance business.

Direct international broker-count comparisons are difficult because UK intermediation reporting sits outside the EU/EEA framework after Brexit and European sources use differing definitions of brokers, agents and other intermediaries.

Top Bournemouth Insurance Broking companies

Company
Sales readinessHow strongly each company matches this list’s ideal-customer profile. An AI model assesses what each company does (from its website), its sector and size, and scores its overall fit 0–100. Companies are listed highest score first, so the best-fit prospects appear at the top.
Turnover
Employees
Growth (yoy)Year-on-year change in UK headcount, from filed accounts.
Financial healthComposite 0–100 score from recent XBRL filings (profitability, net assets, liquidity, cash, headcount). Bands: Strong, Healthy, Stable, Weak, Distressed.
Location

Chubb Insurance Brokers Limited

Chubb Thomas
Insurance
18 employeesInc. 1999Bournemouth, DorsetCH 03865421
chubbthomas.co.uk/about-us

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets73 / 100
Cash50 / 100
Headcount100 / 100
What does Chubb Insurance Brokers Limited do?

Provides insurance brokerage services for individuals and businesses, arranging personal and commercial cover including property, motor, marine, professional indemnity, cyber, directors and officers,…

Who does Chubb Insurance Brokers Limited sell to?

Serves individuals, landlords, property managers, freeholders and businesses in construction, trades, retail, offices, surgeries, leisure, hospitality, motor trade and marine sectors, mainly across…

Key contacts (1)
DS
Dean Stuart Bennett
Director
More contacts & email available
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Company vitals
UK Headcount
18
UK Revenue
£620.4kEstimate
Founded
26 years ago
Since Oct 1999
HQ
Bournemouth, Dorset
Financial health
74

Financial Health

Healthy

Healthy · Hiring · 8% CAGR over 5y

Hiring

Location

Map of Bournemouth, Dorset
Suite 7, Wessex House, St. Leonards Road
Bournemouth, Dorset, BH8 8QS
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RAY MILLARD (INSURANCE BROKERS) LIMITED

RAY Millard (insurance Brokers)
Insurance
9 employeesInc. 2001Bournemouth, DorsetCH 04162123
raymillardinsurance.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets43 / 100
Cash28 / 100
Headcount59 / 100
What does RAY MILLARD (INSURANCE BROKERS) LIMITED do?

Acts as an insurance broker arranging personal and commercial insurance policies. Sources and compares cover from multiple insurers, including motor, household, travel and business insurance, and…

Who does RAY MILLARD (INSURANCE BROKERS) LIMITED sell to?

Serves local individuals, households and businesses in Bournemouth, surrounding areas and Leiston, Suffolk, covering both personal and commercial insurance buyers.

Key contacts (2)
DH
David Hardcastle Allen
Director
DM
Diana Mary Allen
Director
More contacts & email available
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Company vitals
UK Headcount
9
UK Revenue
£535.8kEstimate
Founded
25 years ago
Since Feb 2001
HQ
Bournemouth, Dorset
Financial health
43

Financial Health

Stable

Stable · Hiring · 6% CAGR over 2y

Hiring

Location

Map of Bournemouth, Dorset
144 Tuckton Road
Bournemouth, Dorset, BH6 3JX
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MC WARRANTY SERVICES LTD

MC Warranty Services
Insurance
2 employeesInc. 2019Poole, DorsetCH 11788602

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings
Net assets43 / 100
Headcount11 / 100
Key contacts (2)
JE
Jack Edward Cook
Director
TL
Toni Lavinia Harris
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£13.2kEstimate
Founded
7 years ago
Since Jan 2019
HQ
Poole, Dorset
Financial health
31

Financial Health

Weak

Weak · -10% CAGR over 4y

Location

Map of Poole, Dorset
Unit J3 The Fulcrum, Vantage Way
Poole, Dorset, BH12 4NU
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HENGISTBURY CONSULTANCY LIMITED

Hengistbury Consultancy
Insurance
Inc. 2019BournemouthCH 12116267

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£0Estimate
Founded
6 years ago
Since Jul 2019
HQ
Bournemouth
Financial health
0

Financial Health

Distressed

Distressed

Financial distressTechnical insolvency

Location

Map of Bournemouth
18 Belfield Road
Bournemouth, BH6 4JB
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Clarity Insurance Services Limited

Clarity Health Insurance
Insurance
35 employeesInc. 2019BournemouthCH 11823571
clarityhealthinsurance.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash100 / 100
Headcount100 / 100
What does Clarity Insurance Services Limited do?

Acts as a health insurance broker, comparing private medical insurance policies from multiple insurers. Provides advice on policy selection, quotes and cover options for individuals, families and…

Who does Clarity Insurance Services Limited sell to?

Serves UK consumers seeking private medical insurance, including individuals, couples, families, parents and over-50s, as well as small businesses buying employee health insurance.

Key contacts (1)
KE
Kyle Edward Godden
Director
More contacts & email available
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Company vitals
UK Headcount
35
UK Revenue
£1.8mEstimate
Founded
7 years ago
Since Feb 2019
HQ
Bournemouth
Financial health
100

Financial Health

Strong

Strong · Growing, Hiring · 24% CAGR over 4y

GrowingHiring

Location

Map of Bournemouth
Lower Ground Floor, Streate Place, St. Peters Road
Bournemouth, BH1 2LT
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The Clear Health Group Ltd

Clear Health
Insurance
15 employeesInc. 2017Bournemouth, DorsetCH 10870527
myclearhealth.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets32 / 100
Cash42 / 100
Headcount63 / 100
What does The Clear Health Group Ltd do?

Brokers health and life insurance policies for individuals and businesses, including private medical insurance and cover for pre‑existing conditions. Provides advice, quotations and policy…

Who does The Clear Health Group Ltd sell to?

Serves UK individuals, couples and families, including people with pre-existing conditions, plus businesses seeking employee health insurance and corporate policies.

Key contacts (2)
KD
Kevin Dorland
Director
WP
William Parkhurst
Director
More contacts & email available
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Company vitals
UK Headcount
15
UK Revenue
£839.7kEstimate
Founded
8 years ago
Since Jul 2017
HQ
Bournemouth, Dorset
Financial health
43

Financial Health

Stable

Stable · Hiring · 4% CAGR over 4y

Hiring

Location

Map of Bournemouth, Dorset
Floor 1, Wilson House, 2 Lorne Park Road
Bournemouth, Dorset, BH1 1JN
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PROTECTION REFINED LIMITED

Protection Experts
Insurance
20 employeesInc. 2017BournemouthCH 10875201
protection-experts.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Cash100 / 100
Headcount100 / 100
What does PROTECTION REFINED LIMITED do?

Provides insurance brokerage and advisory services arranging personal and business protection policies, including life insurance, income protection, critical illness cover, private medical insurance,…

Who does PROTECTION REFINED LIMITED sell to?

Serves business owners, company directors and SMEs seeking business protection policies, as well as individuals and families looking for personal life, income protection, critical illness or private…

Key contacts (4)
BW
Bradley Witt
Director
YA
Yannick Askurn
Director
HM
Harry Michel Ramburn
Director
RP
Roger Paul Maurins
Director
More contacts & email available
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Company vitals
UK Headcount
20
UK Revenue
£588.6kEstimate
Founded
8 years ago
Since Jul 2017
HQ
Bournemouth
Financial health
100

Financial Health

Strong

Strong · Hiring · 16% CAGR over 4y

Hiring

Location

Map of Bournemouth
Unit 2, Churchill Court,, 33 Palmerston Road
Bournemouth, BH1 4HN
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SB YACHTS LTD

SB Yachts
Insurance
Inc. 2021Bournemouth, DorsetCH 13817488

Trajectory

3y · 2023–Now
No headcount data filed

Financial sub-scores

Computed from 3 filings
Net assets40 / 100
Cash55 / 100
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£0Estimate
Founded
4 years ago
Since Dec 2021
HQ
Bournemouth, Dorset
Financial health
46

Financial Health

Stable

Stable

Location

Map of Bournemouth, Dorset
2a Shirley Road, Moordown
Bournemouth, Dorset, BH9 1SL
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LIFE INSURED LTD

Life Insured
Insurance
1 employeesInc. 2020Poole, DorsetCH 13068862

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Key contacts (1)
MS
Martine Sussan Kunzi
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£32.9kEstimate
Founded
5 years ago
Since Dec 2020
HQ
Poole, Dorset
Financial health
100

Financial Health

Strong

Strong

Location

Map of Poole, Dorset
75 Wroxham Road, Branksome
Poole, Dorset, BH12 1NL
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The Globacare Group Limited

Globacare
Insurance
13 employeesInc. 2018Bournemouth, DorsetCH 11271323
globacare.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash57 / 100
Headcount80 / 100
What does The Globacare Group Limited do?

Provides insurance brokerage services specialising in health and life protection. Advises individuals and businesses on policies including private medical insurance, life insurance, income…

Who does The Globacare Group Limited sell to?

Serves individuals, families and private medical patients seeking personal cover, alongside small businesses and employers buying group health, life and income protection benefits for staff.

Key contacts (2)
ES
Emma Samantha Simpkin
Director
TA
Tobias Alwyn Britton
Director
More contacts & email available
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Company vitals
UK Headcount
13
UK Revenue
£607.9kEstimate
Founded
8 years ago
Since Mar 2018
HQ
Bournemouth, Dorset
Financial health
83

Financial Health

Strong

Strong · Growing, Hiring · 7% CAGR over 4y

GrowingHiring

Location

Map of Bournemouth, Dorset
The Old Fire House, 520-524 Wimborne Road
Bournemouth, Dorset, BH9 2EX
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SECURE LIFE SOLUTIONS LIMITED

Secure Life Solutions
Insurance
4 employeesInc. 2019Bournemouth, DorsetCH 12000810
securelifesolutions.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets46 / 100
Cash54 / 100
Headcount83 / 100
More contacts & email available
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Company vitals
UK Headcount
4
UK Revenue
£237kEstimate
Founded
7 years ago
Since May 2019
HQ
Bournemouth, Dorset
Financial health
58

Financial Health

Stable

Stable · Hiring · 7% CAGR over 4y

Hiring

Location

Map of Bournemouth, Dorset
Office 115 Oxford Point, 19 Oxford Road
Bournemouth, Dorset, BH8 8GS
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LION GUARD FINANCIAL LTD

Lion Guard Financial
Insurance
Inc. 2020BournemouthCH 12974314

Trajectory

4y · 2021–Now
No headcount data filed

Financial sub-scores

Computed from 4 filings
Net assets40 / 100
Cash55 / 100
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£0Estimate
Founded
5 years ago
Since Oct 2020
HQ
Bournemouth
Financial health
46

Financial Health

Stable

Stable

Location

Map of Bournemouth
Office 41 Drewitt House, 865 Ringwood Road
Bournemouth, BH11 8LW
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MORWEB LTD

Morweb
Insurance
2 employeesInc. 2015BournemouthCH 09875663

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets0 / 100
Headcount11 / 100
Key contacts (1)
JJ
Justin Jon Webb
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£56.6kEstimate
Founded
10 years ago
Since Nov 2015
HQ
Bournemouth
Financial health
4

Financial Health

Distressed

Distressed · -18% CAGR over 2y

Financial distress

Location

Map of Bournemouth
1 Lucerne Avenue
Bournemouth, BH6 3NA
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Parkway Mortgages Limited

Parkway Mortgages
Insurance
3 employeesInc. 2008Bournemouth, DorsetCH 06748364

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Cash100 / 100
Headcount100 / 100
Key contacts (2)
KS
Kevin Shaun Gillett
Director
JD
Jamie Daniel Watts
Director
More contacts & email available
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Company vitals
UK Headcount
3
UK Revenue
£105.1kEstimate
Founded
17 years ago
Since Nov 2008
HQ
Bournemouth, Dorset
Financial health
55

Financial Health

Stable

Stable · Hiring · 11% CAGR over 4y

HiringFinancial distressTechnical insolvency

Location

Map of Bournemouth, Dorset
78 Castle Lane West
Bournemouth, Dorset, BH9 3JU
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Page Mortgage & Protection Services Ltd

Page Mortgage & Protection Services
Wealth ManagementInsurance
0 employeesInc. 2018Bournemouth, DorsetCH 11216428

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings
Net assets59 / 100
Headcount0 / 100
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£94.7kEstimate
Founded
8 years ago
Since Feb 2018
HQ
Bournemouth, Dorset
Financial health
37

Financial Health

Weak

Weak · -72% CAGR over 4y

Location

Map of Bournemouth, Dorset
658 Wimborne Road
Bournemouth, Dorset, BH9 2EH
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Sandbourne Ltd

Sandbourne
Insurance
2 employeesInc. 2016Poole, DorsetCH 10157045

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Headcount100 / 100
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£35.9kEstimate
Founded
10 years ago
Since Apr 2016
HQ
Poole, Dorset
Financial health
100

Financial Health

Strong

Strong · Hiring · 19% CAGR over 4y

Hiring

Location

Map of Poole, Dorset
15 Runton Road
Poole, Dorset, BH12 1NX
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Lewis Till Limited

Lewis Mortgages
Retail BankingInsurance
5 employeesInc. 2011Christchurch, DorsetCH 07791189
lewismortgages.co.uk

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets46 / 100
Cash27 / 100
Headcount100 / 100
What does Lewis Till Limited do?

Provides mortgage brokerage and financial protection advice, offering whole‑of‑market mortgage guidance for first-time buyers, remortgages, buy‑to‑let and home movers, alongside insurance and…

Who does Lewis Till Limited sell to?

Serves individuals, families and businesses across the UK seeking mortgage and protection advice, including first-time buyers, remortgagers, buy-to-let investors and home movers.

Key contacts (1)
LT
Lewis Till
Director
More contacts & email available
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Company vitals
UK Headcount
5
UK Revenue
£302.8kEstimate
Founded
14 years ago
Since Sep 2011
HQ
Christchurch, Dorset
Financial health
55

Financial Health

Stable

Stable · Hiring · 29% CAGR over 2y

Hiring

Location

Map of Christchurch, Dorset
24 Hurstbourne Avenue
Christchurch, Dorset, BH23 4RG
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Hometeam Mortgages Ltd

Hometeam Mortgages
Wealth ManagementInsurance
2 employeesInc. 2020Poole, DorsetCH 12516119

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Cash48 / 100
Headcount100 / 100
Key contacts (2)
BJ
Bradley James Carter
Director
SL
Stacey Louise Carter
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£34.5kEstimate
Founded
6 years ago
Since Mar 2020
HQ
Poole, Dorset
Financial health
86

Financial Health

Strong

Strong · Hiring · 19% CAGR over 4y

Hiring

Location

Map of Poole, Dorset
27 Isabella Street
Poole, Dorset, BH11 9FS
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R J King (Insurance Brokers) Limited

R.J. King (insurance Brokers)
Insurance
6 employeesInc. 1972Dorchester, DorsetCH 01074196
rjkinginsurance.co.uk

Trajectory

4y · 2020–Now

Financial sub-scores

Computed from 4 filings
Net assets45 / 100
Cash50 / 100
Headcount26 / 100
What does R J King (Insurance Brokers) Limited do?

Arranges and advises on insurance policies for individuals and businesses, including motor, home, landlord, business, liability and property owners insurance. Provides brokerage services, quotations,…

Who does R J King (Insurance Brokers) Limited sell to?

Sells to consumers and small businesses seeking insurance, including homeowners, motorists, landlords and property owners, as well as businesses needing liability and other commercial cover,…

Key contacts (2)
JV
Jacqueline Vincent
Director
KG
Kevin Garry Vincent
Director
More contacts & email available
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Company vitals
UK Headcount
6
UK Revenue
£234.4kEstimate
Founded
53 years ago
Since Sep 1972
HQ
Dorchester, Dorset
Financial health
41

Financial Health

Stable

Stable · -4% CAGR over 4y

Location

Map of Dorchester, Dorset
Unity Chambers, 34 High East Street
Dorchester, Dorset, DT1 1HA
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LANSDOWNE WOODWARD LIMITED

Lansdowne Woodward Insurance Brokers
Insurance
22 employeesInc. 2002Ferndown, DorsetCH 04583177
lwinsurance.co.uk

Trajectory

4y · 2022–Now

Financial sub-scores

Computed from 4 filings
Net assets79 / 100
Cash84 / 100
Headcount25 / 100
What does LANSDOWNE WOODWARD LIMITED do?

Provides insurance brokerage services for businesses and individuals, arranging policies including property, liability, motor, marine, professional indemnity and management liability cover. Also…

Who does LANSDOWNE WOODWARD LIMITED sell to?

Serves businesses and individuals seeking insurance cover, with a B2B focus on firms in care, construction, education, manufacturing, property and technology, plus buyers needing commercial property,…

Key contacts (1)
LW
Liam Wyatt
Director
More contacts & email available
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Company vitals
UK Headcount
22
UK Revenue
£1.3mEstimate
Founded
23 years ago
Since Nov 2002
HQ
Ferndown, Dorset
Financial health
66

Financial Health

Healthy

Healthy · -5% CAGR over 3y

Location

Map of Ferndown, Dorset
Princes Court, Princes Road
Ferndown, Dorset, BH22 9JG
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TOPSAIL INSURANCE LIMITED

Topsail Insurance
Insurance
13 employeesInc. 1996Poole, DorsetCH 03235400
topsailinsurance.com

Trajectory

3y · 2023–Now

Financial sub-scores

Computed from 3 filings
Net assets37 / 100
Cash94 / 100
Headcount33 / 100
What does TOPSAIL INSURANCE LIMITED do?

Provides specialist insurance policies for boat owners and travellers, including yacht, motorboat, jet ski and inland craft cover, sailing and adventure travel insurance, marine trade insurance, and…

Who does TOPSAIL INSURANCE LIMITED sell to?

Sells to private boat, yacht, motorboat, narrowboat, RIB, dinghy and jet ski owners; sailing and adventure travellers; caravan owners; and marine trade businesses/commercial craft operators,…

Key contacts (1)
RD
Ricardo de Cristofano
Director
More contacts & email available
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Company vitals
UK Headcount
13
UK Revenue
£919.4kEstimate
Founded
29 years ago
Since Aug 1996
HQ
Poole, Dorset
Financial health
51

Financial Health

Stable

Stable · -4% CAGR over 2y

Location

Map of Poole, Dorset
Lytchett House 13 Freeland Park, Wareham Road
Poole, Dorset, BH16 6FA
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WIMBORNE INSURANCE BROKERS LIMITED

Wimborne Insurance Brokers
Insurance
6 employeesInc. 2013Wimborne, DorsetCH 08771652
wimborneinsurancebrokers.co.uk

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets90 / 100
Cash90 / 100
Headcount100 / 100
What does WIMBORNE INSURANCE BROKERS LIMITED do?

Provides commercial insurance brokerage services, arranging cover through multiple insurers. Offers policies including public liability, professional indemnity, property, motor, contractors, motor…

Who does WIMBORNE INSURANCE BROKERS LIMITED sell to?

Serves businesses and individuals, with emphasis on commercial clients such as contractors, motor traders, property owners, professionals, directors and event organisers.

Key contacts (1)
PJ
Peter John Anthony Murray
Director
More contacts & email available
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Company vitals
UK Headcount
6
UK Revenue
£262.9kEstimate
Founded
12 years ago
Since Nov 2013
HQ
Wimborne, Dorset
Financial health
93

Financial Health

Strong

Strong · Growing, Hiring · 11% CAGR over 4y

GrowingHiring

Location

Map of Wimborne, Dorset
6 Poole Road
Wimborne, Dorset, BH21 1QE
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Westminster Insurance Limited

Westminster Insurance
Insurance
5 employeesInc. 2004Poundbury, DorsetCH 05224391
uk.westminster.global

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets97 / 100
Cash93 / 100
Headcount75 / 100
What does Westminster Insurance Limited do?

Provides business insurance policies for self‑employed individuals and companies, including professional indemnity, public liability, medical malpractice, cyber liability, employers’ liability,…

Who does Westminster Insurance Limited sell to?

Serves self-employed professionals, limited companies, partnerships, groups and students in the UK, particularly in aesthetics, hair and beauty, therapy, coaching, fitness, cleaning, creative,…

Key contacts (1)
GO
Gail O'Donovan
Director
More contacts & email available
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Company vitals
UK Headcount
5
UK Revenue
£798.3kEstimate
Founded
21 years ago
Since Sep 2004
HQ
Poundbury, Dorset
Financial health
90

Financial Health

Strong

Strong · Growing, Hiring · 6% CAGR over 4y

GrowingHiring

Location

Map of Poundbury, Dorset
Spirare Limited Mey House, Bridport Road
Poundbury, Dorset, DT1 3QY
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Western Counties Insurance Services Limited

Western Counties Insurance Services
Insurance
3 employeesInc. 1968DorsetCH 00936477

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings
Headcount17 / 100
Key contacts (2)
SL
Sarah Louise Jolliffe
Director
GR
Gordon Robert Adams
Director
More contacts & email available
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Company vitals
UK Headcount
3
UK Revenue
£62.8kEstimate
Founded
57 years ago
Since Aug 1968
HQ
Dorset
Financial health
17

Financial Health

Distressed

Distressed · -7% CAGR over 4y

Financial distress

Location

Map of Dorset
3 School Street, Weymouth
Dorset, DT4 8NH
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Husmus

IT Services & Managed ServicesInsurance
2 employeesInc. 2018Poole, DorsetCH 11517165

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Cash100 / 100
Headcount40 / 100
Key contacts (2)
LM
Lennart Mattias Wernér
Director
SW
Sarah Wernér
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£53.3kEstimate
Founded
7 years ago
Since Aug 2018
HQ
Poole, Dorset
Financial health
38

Financial Health

Weak

Weak · 0% CAGR over 4y

Financial distressTechnical insolvency

Location

Map of Poole, Dorset
Lytchett House 13 Freeland Park, Wareham Road, Lytchett Matravers
Poole, Dorset, BH16 6FA
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S W S Financial Limited

SWS Financial
Insurance
1 employeesInc. 2014Sherborne, DorsetCH 09152845

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets22 / 100
Cash64 / 100
Headcount40 / 100
Key contacts (2)
NC
Natalie Claire Adams
Director
SC
Stuart Christopher Adams
Director
More contacts & email available
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Company vitals
UK Headcount
1
UK Revenue
£49.1kEstimate
Founded
11 years ago
Since Jul 2014
HQ
Sherborne, Dorset
Financial health
38

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

Map of Sherborne, Dorset
The Orchard, Alweston
Sherborne, Dorset, DT9 5HR
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C L Financial Ltd

C L Financial
Retail BankingInsurance
2 employeesInc. 2020VerwoodCH 12519153

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets8 / 100
Headcount100 / 100
Key contacts (1)
CL
Claire Louise Langan
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£31.2kEstimate
Founded
6 years ago
Since Mar 2020
HQ
Verwood
Financial health
42

Financial Health

Stable

Stable · Hiring · 19% CAGR over 4y

Hiring

Location

Map of Verwood
6 Pennine Way
Verwood, BH31 6UL
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James Young Associates Limited

James Young Associates
Insurance
4 employeesInc. 2009Weymouth, DorsetCH 06952250

Trajectory

5y · 2019–Now

Financial sub-scores

Computed from 5 filings
Net assets96 / 100
Headcount40 / 100
More contacts & email available
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Company vitals
UK Headcount
4
UK Revenue
£158.7kEstimate
Founded
16 years ago
Since Jul 2009
HQ
Weymouth, Dorset
Financial health
75

Financial Health

Healthy

Healthy · 0% CAGR over 6y

Location

Map of Weymouth, Dorset
106a Radipole Lane
Weymouth, Dorset, DT4 9RT
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COGS EMPLOYEE BENEFITS LTD

Cogs Employee Benefits
Insurance
Inc. 2014Blandford, DorsetCH 09312599
cogseb.com

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Cash100 / 100
Headcount0 / 100
Key contacts (2)
KF
Karl Frank Whitaker
Director
TJ
Tristram Joshua John Hawthorn
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£69.8kEstimate
Founded
11 years ago
Since Nov 2014
HQ
Blandford, Dorset
Financial health
50

Financial Health

Stable

Stable

Location

Map of Blandford, Dorset
The Flat The Cross, Child Okeford
Blandford, Dorset, DT11 8ED
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COMMERCIAL LOANS & FINANCE FUNDING LTD

Commercial Loans & Finance Funding
Insurance
Inc. 2015Swanage, DorsetCH 09881539

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets40 / 100
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£0Estimate
Founded
10 years ago
Since Nov 2015
HQ
Swanage, Dorset
Financial health
40

Financial Health

Stable

Stable

Location

Map of Swanage, Dorset
Unit 1 The Ajm Centre, Prospect Business Park
Swanage, Dorset, BH19 1FE
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Advisory Broking Ltd

Advisory Broking
Insurance
2 employeesInc. 2023Wimborne, DorsetCH 14902641

Trajectory

2y · 2024–Now

Financial sub-scores

Computed from 2 filings
Net assets100 / 100
Headcount100 / 100
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£30.1kEstimate
Founded
3 years ago
Since May 2023
HQ
Wimborne, Dorset
Financial health
100

Financial Health

Strong

Strong · Hiring · 100% CAGR over 1y

Hiring

Location

Map of Wimborne, Dorset
B4 Arena Business Centre, 9 Nimrod Way
Wimborne, Dorset, BH21 7UH
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Lumen Insurtech Consulting Limited

Lumen Insurtech Consulting
Insurance
Inc. 2020WimborneCH 12867577

Trajectory

4y · 2021–Now

Financial sub-scores

Computed from 4 filings
Net assets0 / 100
Key contacts (1)
EN
Elizabeth Naulls
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£37.7kEstimate
Founded
5 years ago
Since Sep 2020
HQ
Wimborne
Financial health
0

Financial Health

Distressed

Distressed

Financial distress

Location

Map of Wimborne
C/O Sg Accounting 1 Cedar Office Park, Cobham Road
Wimborne, BH21 7SB
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Oakes Insurance Brokers Ltd

Oakes Insurance Brokers
Insurance
2 employeesInc. 2017WeymouthCH 10995242

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets37 / 100
Headcount40 / 100
Key contacts (1)
CO
Craig Oakes
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£42.2kEstimate
Founded
8 years ago
Since Oct 2017
HQ
Weymouth
Financial health
38

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

Map of Weymouth
222 Portland Road
Weymouth, DT4 9AF
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ARH FINANCIAL LTD

ARH Financial
Insurance
Inc. 2023Verwood, DorsetCH 14660495

Trajectory

3y · 2024–Now

Financial sub-scores

Computed from 3 filings
Net assets100 / 100
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£18.2kEstimate
Founded
3 years ago
Since Feb 2023
HQ
Verwood, Dorset
Financial health
100

Financial Health

Strong

Strong

Location

Map of Verwood, Dorset
6 Hazelwood Drive
Verwood, Dorset, BH31 6YQ
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HARPER'S FINANCIAL SERVICES LTD

Harper's Financial Services
Insurance
2 employeesInc. 2016VerwoodCH 10391975
harpersfinancial.co.uk

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets0 / 100
Cash74 / 100
Headcount40 / 100
Key contacts (1)
RJ
Ross James Laughton
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£53.4kEstimate
Founded
9 years ago
Since Sep 2016
HQ
Verwood
Financial health
31

Financial Health

Weak

Weak · 0% CAGR over 4y

Location

Map of Verwood
6 Hazelwood Drive
Verwood, BH31 6YQ
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Swanage Insurance Brokers Limited

Swanage Insurance Brokers
Insurance
4 employeesInc. 1996Swanage, DorsetCH 03210907

Trajectory

5y · 2020–Now

Financial sub-scores

Computed from 5 filings
Net assets99 / 100
Headcount40 / 100
Key contacts (2)
NJ
Neil Jonathan Grover
Director
PB
Paul Brian Grover
Director
More contacts & email available
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Company vitals
UK Headcount
4
UK Revenue
£118.8kEstimate
Founded
29 years ago
Since Jun 1996
HQ
Swanage, Dorset
Financial health
77

Financial Health

Healthy

Healthy · 0% CAGR over 4y

Location

Map of Swanage, Dorset
Ramsbury Chambers, Rempstone Road
Swanage, Dorset, BH19 1DW
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Ian W Wallace Limited

IAN W Wallace
Insurance
3 employeesInc. 2007DorsetCH 06128889

Trajectory

5y · 2022–Now

Financial sub-scores

Computed from 5 filings
Net assets50 / 100
Headcount17 / 100
Key contacts (2)
SM
Samantha Michelle Wallace
Director
IW
Ian Wilfred Wallace
Director
More contacts & email available
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Company vitals
UK Headcount
3
UK Revenue
£190.3kEstimate
Founded
19 years ago
Since Feb 2007
HQ
Dorset
Financial health
38

Financial Health

Weak

Weak · -7% CAGR over 4y

Location

Map of Dorset
13 Manor Road, Verwood
Dorset, BH31 6DS
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St Barts Finance (Poole) Ltd

ST Barts Finance (poole)
Wealth ManagementInsurance
2 employeesInc. 2018Ferndown, DorsetCH 11160648
stbartsfinance.co.uk

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets100 / 100
Headcount100 / 100
What does St Barts Finance (Poole) Ltd do?

Provides financial advisory and brokerage services including residential, buy‑to‑let and commercial mortgages, insurance policies, investment products, pensions and retirement planning. Also arranges…

Who does St Barts Finance (Poole) Ltd sell to?

Serves individuals, homeowners, landlords and property buyers, plus local businesses needing commercial mortgages, insurance or employer pension advice, primarily in Dorset and nearby areas.

Key contacts (1)
CL
Carol Louise Bartholomew
Director
More contacts & email available
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Company vitals
UK Headcount
2
UK Revenue
£7.5kEstimate
Founded
8 years ago
Since Jan 2018
HQ
Ferndown, Dorset
Financial health
100

Financial Health

Strong

Strong · Hiring · 19% CAGR over 4y

Hiring

Location

Map of Ferndown, Dorset
342-344 Ringwood Road
Ferndown, Dorset, BH22 9AT
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WILLOWLACE LIMITED

Willowlace
Wealth ManagementInsurance
0 employeesInc. 2013Ferndown, DorsetCH 08345357

Trajectory

5y · 2021–Now

Financial sub-scores

Computed from 5 filings
Net assets67 / 100
Cash39 / 100
Headcount0 / 100
Key contacts (1)
DJ
Debbie Jeanette Boyes
Director
More contacts & email available
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Company vitals
UK Headcount
0
UK Revenue
£64.4kEstimate
Founded
13 years ago
Since Jan 2013
HQ
Ferndown, Dorset
Financial health
41

Financial Health

Stable

Stable · -71% CAGR over 4y

Location

Map of Ferndown, Dorset
Birdlip Christchurch Road, West Parley
Ferndown, Dorset, BH22 8TA
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How Bournemouth Insurance Broking companies work and how to sell to them

What they do

Bournemouth insurance brokers usually earn through insurer commission, broker fees and renewal servicing, with some charging explicit administration or advisory fees for mid-term changes, claims work and complex placements. The service is part comparison, part regulated advice and part account management: gathering client information, presenting risks to insurers, explaining exclusions, issuing documents and keeping renewal timetables moving. Personal lines are often lower-touch and volume-led, while commercial property, hospitality, professional-services and marine-adjacent risks need more placement work because insurer appetite and policy wording matter to the client outcome.

Who they sell to

Most clients are local SMEs, landlords, hospitality operators, professional-services partnerships and households rather than centralised procurement teams. The buyer is typically an owner-manager, finance director, property manager, operations lead or individual policyholder, with accountants, solicitors and trade contacts feeding referrals into the broker. Simple renewals can be handled by phone or email, while larger commercial cases tend to involve proposal forms, insurer questions and a renewal discussion before terms are accepted. Formal RFPs appear more likely for multi-site property portfolios or clients with external advisers; for the rest, trust and claims experience often outweigh a tender process.

What they buy

Insurance broking firms tend to spend on systems and services that reduce manual administration without weakening FCA evidence trails. Common buying areas include broker management software, CRM, accounting links, client-money reconciliation, document storage, e-signature, call recording, cyber security, email security, backup, training and compliance consultancy. Marketing spend is usually practical: website maintenance, local search, referral campaigns and renewal communications rather than broad brand activity. Compact teams also buy outsourced accountancy, legal support, HR advice, recruitment help and office IT, especially when senior staff want to keep producers and account handlers focused on client work.

Why and how to sell to them

Insurance broking buyers tend to evaluate suppliers when admin load starts to threaten renewal discipline, when FCA evidence requests expose weak documentation, or when a change in insurer appetite creates more remarketing work. Other triggers include a new compliance lead, a book acquisition, senior succession planning, headcount growth, a move into delegated authority work or concerns about client-money processes. Outbound is more likely to land when it maps to the broker's operating pressure: fewer rekeys, clearer audit trails, cleaner renewal workflows, lower cyber exposure, improved management information or faster onboarding for advisers and account handlers.

How this list is built

Methodology

Data sources

This list is built from UK Companies House filings, XBRL accounts data, and semantic analysis of each company's public website. Revenue and headcount figures come from the most recent filed accounts; where the company has not filed, values are estimated using a model trained on filed history and peer benchmarks and are labelled as estimates.

Classification

Rather than relying solely on SIC codes, Firmbase classifies each company semantically: the company's website is crawled, an AI model reads what the company actually sells, and the company is placed into the relevant industry and subsectors. SIC codes are used as one signal but not the only one. This means a company that registered under a generic SIC code but pivoted into (for example) fintech is correctly identified as fintech, not as its original SIC category.

Freshness

The underlying company data is refreshed from Companies House continuously; filings appear in the list within days of submission. The curated list ordering is regenerated when the underlying data moves meaningfully (company count changes by more than 5%, a new company enters the top-ranked segment, or the filed-revenue numbers for the top firms change). You can see the last-updated timestamp near the top of the page.

Also in Bournemouth

Related directories

Frequently asked questions

How many insurance broking companies are there in Bournemouth?
Around 72 actively-trading insurance broking companies are registered in Bournemouth. Of those, 1 report turnover above £5M in their most recent filed accounts. This Bournemouth list covers companies across the wider Bournemouth travel-to-work area, including surrounding towns — not just the Bournemouth local-authority boundary.
What counts as a insurance broking company in this list?
A company is included when its public website and filed activity descriptions indicate it sells insurance broking products or services as its primary business — not just because of the SIC code it picked at incorporation. Each company is tagged via semantic analysis of its website content; SIC codes are used as supporting signal, not the sole gate.
Which are the largest insurance broking companies in Bournemouth?
The list is ranked by a sales-readiness score — built from trading signals, financial health and growth rather than raw turnover — so the most actionable insurance broking companies in Bournemouth appear at the top of the table. Larger firms often still rank highly, because that score rewards genuine trading scale, but the order reflects sales-readiness, not turnover alone. About 1 of the 72 actively-trading firms report turnover above £5M in their most recent accounts; subsidiaries that file consolidated worldwide accounts are excluded so the figures stay comparable across UK filers.
What do insurance broking companies in Bournemouth actually do?
Bournemouth insurance brokers usually earn through insurer commission, broker fees and renewal servicing, with some charging explicit administration or advisory fees for mid-term changes, claims work and complex placements. The service is part comparison, part regulated advice and part account management: gathering client information, presenting risks to insurers, explaining exclusions, issuing documents and keeping renewal timetables moving. Personal lines are often lower-touch and volume-led, while commercial property, hospitality, professional-services and marine-adjacent risks need more placement work because insurer appetite and policy wording matter to the client outcome.
How does Bournemouth insurance broking compare internationally?
Cross-border comparisons of insurance broking populations are tricky because every country defines the sector slightly differently and reports financials on different cadences. We focus this list on firms that file UK statutory accounts so the figures are comparable; international peer breakdowns aren't bundled here.
How is this list built and how fresh is the data?
The list is rebuilt from Companies House dump data, XBRL filings, and a website analysis pass over each company's public site. Companies with consolidated group accounts (worldwide rather than UK-only revenue) are excluded so the figures stay UK-specific. The page's last-updated date is shown at the top.
How big are the typical insurance broking companies in Bournemouth?
Company sizes in this list vary widely. The median actively-trading insurance broking firm employs around 2 people, and median UK turnover across the list is roughly £33k in the most recent filed accounts.
Are these mostly new or established insurance broking companies?
9 of the 72 actively-trading insurance broking companies in this list were incorporated since 2022; the remainder were incorporated before then, so the Bournemouth list mixes recent entrants with longer-established firms.
What SIC codes does this use?
Rather than relying solely on SIC codes, we build a semantic understanding of what each company actually does by scraping its website and analysing it with AI. This means a company is included based on what it sells, not what SIC code it picked at incorporation. SIC codes are used as a signal but not the primary classification.
What buying signals should I look for?
The strongest signals for B2B outbound are recent leadership changes (new CFO/CRO), rapid headcount growth, revenue-band changes, and web-stack changes. Firmbase tracks all of these automatically.

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