Company Profile
Milne Friend and Partners is a family firm of insurance brokers offering fully independent insurance advice. Our focus is on customer relations: Whilst we are small enough to offer excellent customer support, we also have enough presence to effectively deal with insurance companies on your behalf. If or when you require help and support, we believe Milne Friend and Partners will cover all your needs.
Why Use a Broker?
Insurance - especially commercial insurance - can be a very complex business. By using a broker, you are accessing our knowledge and experience of accurately assessing and representing risks, suggesting suitable policies and correct levels of cover, approaching the market to find you the best deal and helping you complete the proposal form.
In addition to this, you are also getting a post-sale account management service for the year, assisting you with claims handling and any mid-term adjustments if your situation changes. At renewal time, we will usually rebroke your policy as a matter of course to ensure your premium remains competitive.
A clear advantage is that you are dealing with a local family company where your account is managed by the same person for the life of your business with us. You also avoid the wasted time and frustration of dealing with call centres - especially the new breed of off-shore centres.
Milne Friend and Partners was founded in 1979 by Rod Milne. Since then, the company has developed into one of Mid Devon's oldest and largest brokers. We specialise in commercial insurance but provide personal lines for existing customers and also many specialist insurances and non-investment financial products.
Chartered Insurance Brokers
In 2015, we were proud to have achieved Chartered Insurance Brokers status. Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Insurance Brokers commit to the CII's Code of Ethics, reinforcing the highest standards of professional practice in their business dealings. In 2015, less than 100 firms had achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms of the broking industry.
Treating Customers Fairly
The Partners and staff of Milne Friend and Partners are committed to providing the highest standard of insurance and financial advice possible. As a firm we take very seriously the requirements of the Financial Services Authority, in particular the requirement to treat our customers fairly and we strive to do this in all that we do.
We undertake that all of our actions will be guided by the principle that the interests of our customers are paramount. Our systems and procedures are designed to place our customers at the heart of our business. In our dealings with you, you can expect that:
- We will be open and transparent in the way we deal with you
- We will not place our interests before yours
- We will communicate clearly and without the use of jargon
- We will inform you of our charges before undertaking any work for you for a fee
- We will deal with any complaints promptly and fairly
We always welcome and encourage all feedback from our clients. If you are a client (either past, existing or potential) and have any comments on the service received, please do get in touch. Please see our full Treating Customers Fairly policy for more information.
Regulators and Associations
Please find below some of our associations and details of our regulator.
Documents
We have provided key documents in PDF format for you to download and print for reference.