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Chase Templeton was co-founded by entrepreneur and seasoned health insurance professional, Kevin Amphlett back in 2002.

 

Kevin had built up an impressive CV which included roles with leading health insurers and intermediaries, including Aviva and WPA. He decided to invest his considerable experience and expertise in a new health insurance intermediary.

 

He kick-started the business with the acquisition of niche broker Health Matters. This was followed in 2007 by the purchase of Somerset-based Preferred Medical, a move which resulted in Bridgwater becoming home to what is today our Centre of Excellence for individual and family health insurance.

 

Whilst benefiting from significant organic growth, our expansion has also been fostered by a highly successful buy-and-build acquisition strategy. This was particularly active between 2013-2017 when we acquired over 80 health insurance brokers and books.

 


 

The Chase Templeton: our success story

2002

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

2007

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. Gemma Harris and Jeff Tate join as Operations Director and Finance Director respectively.

2008

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.

2009

Somerset-based Private Medicalcare is acquired.

2010

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.

2011

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.

2012

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.

2013

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.

2014

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.

2015 

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.

2016

The new year begins much as the old ended as we announce in mid-January the acquisition of Preston-based Health Equity Solutions and Kelso’s Caledonian Health Solutions.

This is swiftly followed in February by the purchase of Leeds-based advisory firm, Independent Health Services. Momentum is maintained in March with Manchester’s Wellbeing Health Insurance being snapped up, followed by Southport’s Ultimate Health.

Meanwhile the expertise and commitment to service excellence is again underlined as we are shortlisted for three Health Insurance awards, Best Group International PMI Intermediary Best Healthcare Trust Intermediary and Best Workplace Health & Wellbeing Intermediary.

At the finals in October we pick up the Group International PMI Intermediary trophy.

2017

We enter 2017 with our 120-plus staff now arranging and manages policies worth well over £100 million on behalf of tens of thousands of clients.

In May, we are ourselves acquired by Nevada Investments, an investment vehicle set up by by global heavyweights, HPS Investment Partners and Madison Dearborn Partners. This paves the way for our joining of The Ardonagh Group which is formed in June.

The change in ownership sees business continuing as usual, with Chase Templeton shortlisted in no fewer than seven categories in the Health Insurance and Cover excellence awards.  This sees us being named as Best Dental Benefits Intermediary.

We also continue to “buy-and-build” under Ardonagh, completing five acquisitions by the end of August. These collectively add some £6.3 million in premium with the purchase of independent financial adviser Feast & Noble’s private medical insurance book the biggest deal signed.

2018

Reflecting our growing strength in the group risk insurance market we join industry body, Group Risk Development (GRiD). This complement our longstanding membership of the Association of Medical Insurers & Intermediaries (AMII).

 

Chase Templeton and The Ardonagh Group

The Ardonagh Group is an insurance powerhouse which spans broking, wholesale, underwriting and services.

The group embraces a network of more than 100 offices, 6,000 staff and, as well as Chase Templeton, a host of well-known and respected brands including:

  • Autonet – The UK’s leading van insurance broker, with a wider portfolio which includes motor, business, home and lifestyle insurances.
  • Bishopgate Insurance – a Lloyd’s insurance broker specialising in providing wholesale solutions for property, liability, motor, professional indemnity, renewable energy and jeweller’s block insurance.
  • Carole Nash – A leading motorcycle insurance broker serving bikers across the UK and Ireland. The company also arranges performance and classic car insurance.
  • Direct Group – An innovative provider of insurance solutions providing underwriting, claims management and policy administration services to the UK general insurance industry.
  • Geo Underwriting – a full service managing general agent (MGA) encompassing commercial and personal lines, serving London and European markets.
  • Price Forbes – an independent, international specialist wholesale insurance broker with offices in Bermuda, Chile, Dubai, London and South Africa.
  • Towergate – One of Europe’s largest independently owned insurance intermediaries, handling more than £3 billion in gross written premium through serving small and medium enterprises (SMEs), corporate clients and offering specialist personal cover.

 

Award-winning expertise

The quality of our advice and service has been recognised by our industry peers who have presented us with numerous national awards. Over the years our commendations have seen Chase Templeton being named:

  • Best Group International Private Medical Insurance Intermediary
  • Best Dental Intermediary
  • Best Individual Private Medical Insurance Intermediary
  • Best use of a Dental Plan
  • Personal Lines Broker of the Year.

 

For full details of the awards for which we have been shortlisted or won, please click here.