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As Head of SME he will be responsible for further driving organic growth and overseeing the integration of any business acquired under the company’s ongoing “buy and build” expansion strategy. Reporting to Commercial Director Richard Holden he will manage a team of ten consultants offering a broad range of company medical and employee benefit solutions.

Shelbourne’s Health insurance industry expertise is a valuable asset to Chase Templeton

Mr Shelbourne, 50, joins the Lancashire-based intermediary having spent six years with Bupa Health Funding and Consultancy in Salford where he undertook progressive roles having initially been recruited as a National Account Manager. As Senior Business Development Manager he was responsible for managing and cultivating relationships with key intermediaries to drive growth across the provider’s business health insurance and employee benefits portfolios.

Prior to joining Bupa he was a Business Manager at occupational health, employee assistance and wellbeing provider, ATOS Healthcare, a role he held for over five years.

He also benefits from extensive experience secured within the NHS. A clinically qualified paramedic he held a number of managerial roles over 18 years with Mersey Regional Ambulance Service.

His appointment follows the company’s strengthening last month of its position within the corporate benefits sector through the recruitment of David Williams as Head of Group Risk.


Ongoing growth of Chase Templeton

These appointments further demonstrate the intermediary’s desire to both grow organically within the SME sector and ensure it has the experience and expertise in place to ensure the effective integration of any brokers and books it acquires.

This supports an ongoing and highly determined acquisition strategy which last year alone saw twelve deals add some £15m in annual premium income, bringing the company close to the £100m mark. With over 35,000 corporate and individual clients Chase Templeton now generates over £12m turnover.

Backed by significant private equity funding the company has confirmed it is actively pursuing a range of acquisitions. These include PMI specialist brokers as well as books owned by intermediaries, consultants and IFAs for which private health insurance is a non-core activity.