PRIVATE CLIENT INSURANCE PROVIDING HIGH NET WORTH INSURANCE AS IT SHOULD BE

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1 PROVIDING HIGH NET WORTH INSURANCE AS IT SHOULD BE

2 INTRODUCING OAK PROVIDING HIGH NET WORTH INSURANCE AS IT SHOULD BE Our philosophy begins with the premise that protection should be in place for almost every eventuality. We offer a comprehensive range of products, including High Net Worth Home and Family Motor Fleet Insurance tailor-made to cover virtually every eventuality your clients may need. There s no proposal too complex, we strive to go above and beyond in all that we do. WHY CHOOSE OAK? There are no boundaries between you and our underwriters, giving you easy access to decision makers. With innovative solutions our underwriters work with you on the most complex of cases to provide the right protection for your clients. In the event of a claim our in-house claims team support you and your client throughout the whole process with a dedicated claims handler to ensure the claim is dealt with efficiently and appropriately because... JUST SOME BENEFITS OF INSURING WITH OAK Free voluntary appraisal service subject to qualifying limits Legal protection Valuations Assistance and information helplines Interest-free credit Optional annual travel cover for the family Optional family motor fleet cover Optional pleasure craft cover You can find out more about Oak at: oak-underwriting.co.uk...we TAKE YOUR CLAIMS PERSONALLY

3 MEET OUR SENIOR LEADERSHIP TEAM MARK COFFEY DAVID ROWNTREE KIRSTY HALL ANNE BOZIER Managing Director Private Clients Mark became Managing Director of Oak in In addition to his Oak role, Mark is also the Intermediated Director for RSA s Broker business. He has vast experience of working in the Broker channel for several years. Mark originally began his career in underwriting before moving into a number of Senior Management positions. Head of Underwriting and Pricing david.rowntree@uk.rsagroup.com David joined Oak in 2016, bringing a depth of experience in underwriting and product management and oversees all underwriting activities at Oak. Prior to this David held senior roles in the UK and internationally after beginning his career in David holds an MBA from Alliance Manchester Business School. Head of Business Support kirsty.hall@oak-underwriting.com Private Client Claims Leader anne.bozier@uk.rsagroup.com Anne joined Oak in 2014 to manage the new Claims Team and has a wealth of knowledge and experience gained in various management and insurance roles throughout her 17 year career in the industry. She is passionate about people, which shows in her high expectations of excellent customer service standards. Kirsty began her career in insurance when she joined Oak in 2004 to complete her ACCA qualification, which she did in In 2008 Kirsty became Finance Manager and now in her current capacity as Head of Business Support she oversees Finance, Underwriting Support and Operations.

4 MEET OUR OPERATIONS TEAM CHRIS JOHNSON SCOTT FYNN MICHAEL TANNER CAROLINE VARNEY JAMES NEILD Head of Sales and Distribution Chris has gained over 25 years experience in the insurance industry, working in a broker development capacity, holding various senior sales management roles. He joined RSA in 2011 and has recently been promoted into his current role. Marketing Manager scott.fynn@uk.rsagroup.com With a little over 20 years in insurance, Scott s marketing background was forged in various roles within the financial sector before moving to RSA. Scott holds a Diploma in Marketing from the Chartered Institute of Marketing. New Business Team Manager michael.tanner@oak-underwriting.com Michael joined Oak in 2005 and has worked in the industry for over 25 years both in direct insurance and brokers. With an ILM Training and Consultancy certificate Michael manages the New Business Team. Lead Underwriter Existing Business (South) caroline.varney@oak-underwriting.com Caroline joined Oak in 2002 and has worked in the industry for 17 years. Caroline now manages a team in Existing Business dealing with renewals and adjustments and all that comes in between! Lead Underwriter Existing Business (North) james.neild@oak-underwriting.com With over 25 years experience in the HNW Market James joined Oak in May 2017 as Lead Underwriter, North. James has held various positions within Underwriting and Sales via the broker channel.

5 CAROLINE MURRELL MARK SUFFIELD SARAH HALL DAVINA WIDDOWS HARRY ATKINSON JULIE KEYTE Agency Administrator Caroline joined Oak in 2013 with nine years industry experience. Her previous career involved jewellery making. She has had several roles including Household call centre, renewals and adjustments and more recently within the Agency team providing full support to our field of Business Managers. Motor Team Manager Appraisal Team Co-ordinator Sarah joined Oak in 2015 and was new to the insurance industry having previously worked for 11 years in education compliance. Sarah has numerous qualifications including EDI Level 4 in the Internal Quality Assurance of Assessment Processes and Practices (IQA). Operations Leader davina.widdows@oak-underwriting.com Senior Claims Handler harry.atkinson@oak-underwriting.com Harry joined the brand new Oak claims team when it launched in With 12 years industry experience Harry spent 10 years with a high profile Lloyds broker in a number of different positions. He is currently studying towards his ACII qualifications and holds a Cert CII (claims) accreditation. Finance Leader Julie.keyte@oak-underwriting.com Having joined Oak in 2004 as Agency Administrator, Julie joined the Accounts Department in 2007 and was promoted to Deputy Finance Manager. Julie now manages a team of three in the department in her role as Finance Leader. Mark joined Oak in 2011 on the graduate scheme straight from university, where he achieved a 1st class BA. Now as Team Manager he develops and delivers the Oak motor strategy as well as making technical underwriting decisions. Davina joined Oak in 2011 and has 11 years Insurance experience. Previously working administering marine, equine and caravan insurance and now as Operations Leader running the UW Support department.

6 Oak Underwriting Plc. Cromwell Park Chipping Norton Oxfordshire OX7 5DF T: E: Authorised and regulated by the Financial Conduct Authority. OTL 0517