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The Chase Templeton success story

Chase Templeton was co-founded by Kevin Amphlett who laid the foundations of today’s hugely successful business, having held roles with various insurers and intermediaries, including Aviva and Western Provident Association (WPA).

The company laid down its first roots with the acquisition of specialist intermediary, Health Matters. In 2007 the purchase of Somerset-based Preferred Medical, a thriving private medical insurance specialist really kick started the growth plans for Chase Templeton.


A strong and dynamic management team led by Chief Executive Officer Warren Dickson has enabled us to continue to rapidly expand through extensive acquisition and alongside notably strong organic growth – currently running at around 10% year-on-year.

The latter has been nurtured through a commitment to service excellence which, through delivery of exceptional rates of customer satisfaction, has helped us secure both new and incremental business.


This blend of acquisitive and organic growth forms the basis of our highly successful “buy and build” strategy which we continue to pursue.

It is a strategy that has seen Chase Templeton grow to generate well over £100m in annual premium income, boast turnover in excess of £12m and employ over 60 dedicated staff at our individual and business medical insurance Centres of Excellence in Bridgwater, Somerset, and Darwen, Lancashire.



Charting our growth: 2002 – 2016


Chase Templeton is founded by Kevin and Julie Amphlett with the acquisition of specialist private medical insurance broker Health Matters.


The acquisition strategy gathers pace with the purchase of Kent’s Redferns Insurance Services and then Somerset-based Preferred Medical and their operational base in Somerset. As well as bolstering the business the acquisition also strengthens the board as former Preferred Medical executives Gemma Harris and Jeff Tate join as Operations Director and Finance Director respectively.


At the turn of the year the boardroom is further boosted as Richard Holden, who had previously spent over 13 years at Skipton Building Society, becomes Commercial Director.


Somerset-based Private Medicalcare is acquired.


Annual premium income hits £50m and turnover £7.5m as Health Quotations (Holdings) of East Sussex and Jigsaw Healthcare of Northwich, Cheshire, join the Chase Templeton family.


Our presence in the company medical insurance and employee benefits sector is bolstered by the purchase of Hampshire-based Benefits For Business which specialise in group medical schemes, group life insurance (death in service), income protection plans, employee assistance programmes, group dental insuranceand worldwide travel cover.


The “buy and build” strategy builds up a head of steam with four acquisitions: The Healthcare Specialist, Best Health UK, Quotter and consultant Bevan Aldridge’s book.


In February we secure the backing of Manchester-based regional private equity specialist, Palatine Private Equity, further cementing our position as the leading consolidator in the UK private health insurance sector. The following month Kevin Amphlett becomes Chairman as Warren Dickson takes on the role of Chief Executive Officer. Having formerly been Sales and Marketing Director at UK top 40 broker, Carole Nash, and Managing Director of disability insurance specialist Fish Insurance, Warren brings invaluable experience to the business. At the same time another senior appointment is made as Jamie McGivern is recruited to the newly created post of Financial Analyst. His appointment is designed to provide the business with greater in-house financial expertise and support the ongoing acquisition strategy.

No fewer than 12 brokers and books are acquired – including UK Independent (Wessex), HCM Healthcare and Mutual Health – as Palatine’s investment further supports growth. To crown a stunning year in which turnover reaches £12m and annual premium income £100m, we make a £150,000 capital investment and move into a dedicated new headquarter building in Darwen. The move is necessitated by a 40% increase in staffing levels and to accommodate a further doubling of the workforce as the company grows.


Still focussed on acquisitions we kick off the year with the January 18th acquisition of consultant Peter Dugmore’s book. That’s followed by a succession of deals varying in size from the tens of thousands to the multi-millions. These include the purchase within just five days of each other of Health Assist and SJS Healthcarewhich bring in nearly £4m in annual premium income and less than a month later one of Scotland’s leading private health brokerages, Chartered Life, in a move which adds a further £2.4m in premium income. In October 2014 our expertise in the field of company medical insurance was recognised by our industry peers as an independent judging panel named Chase Templeton the UK’s Best Group PMI Intermediary at the prestigious Health Insurance Awards.


Now committed to completing fewer but bigger acquisitions we kick off the year by announcing the purchase of Bristol-based Best Health Business and by the end of February snap up Stourbridge’s Medins Healthcare. In one busy week in May we seal two deals with Get Private and Medical Insurance advisors joining the fold. By August we had completed our biggest ever transaction, buying the Atlas Consulting Group in a move that not only brought to Chase Templeton £13.8m in largely SME-driven annual premium income, but a team of experienced advisors from the highly successful Rochdale-based business.

The same month saw further confirmation that we were keeping our eye firmly on the customer service ball whilst securing rapid and significant growth. This was evidenced by news that not only had we been shortlisted for the Health Insurance Best Group PMI award (which we had won in 2014) but also for the Healthcare Intermediary of the Year title in the prestigious Cover Excellence Awards. The final quarter of the calendar year sees unprecedented acquisition activity with a further £40m in annual premium income brought to business through the purchase of Healthcare Solutions in October, the following month Consilium Employee Benefitsand in December, Avanti Healthcare. The Consilium deal is also significant as employees join Chase Templeton to staff a new Greater London hub in Bromley targeting new business opportunities in the SME space.

By the end of the year we are managing over £150m in annual premium income, protecting in excess of 110,000 lives and employing over 100 staff.


The new year begins much as the old ended as we announce in mid-January the acquisition of Preston-based Health Equity Solutions. The deal brings in £1.7m in annual premium income, generated primarily within the SME company medical insurance and employee benefits market.



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