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We are pleased to announce that we have managed to conclude an extremely successful year by completing three new acquisitions – which will bring us another £2 million in annual premium income (API). This brings our deals tally for 2014 up to an impressive 26.

The largest of the three is Ludlow Wealth Management Group, from whom we have acquired an SME-weighted PMI book of restricted whole-of-market advisor, given that the Southport-based financial planning firm has decided that the PMI market is not one of its core activities.

Sid Ludlow, chief executive of the Ludlow Wealth Management Group, explained the decision: “PMI is becoming an increasingly specialist marketplace and, therefore, one requiring greater resource and expertise which falls outside of our core business. It was in the best interests of our clients that we sell our book to Chase Templeton as this will ensure they have access to more of what the market has to offer with the added benefit of significant specialist expertise.”

Making Headway in the SME Sector

We have also confirmed the purchases of Private Medical Advisors Ltd. (of Andover, Hampshire), and JVA Healthcare Services Ltd. (of Pinner, West London). Both of these firms have extensive experience in business PMI and individual health cover, but it could be said that their main focuses have been the SME sector.

Jeff Tate, mergers and acquisitions director here at Chase Templeton, said: “These three new acquisitions, the latest in a long line, further strengthen Chase Templeton’s presence within the SME market in which we are now a major player.”

“The purchase of Ludlow’s PMI book also marks a significant milestone as financial planners and IFA PMI books are very much on our shopping list. For most IFAs PMI is increasingly unprofitable, an unwelcome diversion from their core profit centres and we therefore expect the sector to provide further acquisition opportunities going forward.”

Award-Winning PMI Expertise at Chase Templeton

We are an award-winning private health insurance intermediary that specialises in providing individuals and companies with private health insurance that perfectly suits their needs as well as their budgets.

Whether you are one person looking for a personal health plan or an SME looking for a health and wellbeing benefits package, we can supply it.

For more information, contact us today and talk to us about your needs.