We have been helping people with their insurance and financial planning since 1946. Based in Taunton, we offer a range of services including specialist insurance, financial planning, and Private Medical Insurance for individuals and businesses.
Our parent group, the Benefact Group is an international family of specialist financial services companies that give all available profits to good causes. From over five million companies in the UK, it is the third largest corporate donor to good causes*.
What we do
Our Community Broking division offers a wide range of specialist insurance and includes our locally based Jo Pavey Insurance Services which became part of Lloyd & Whyte Community Broking in March 2021.
The team provide a professional yet personal service, offering insurance that is tailored to our clients’ requirements. With a wide range of industry experience in business and personal insurance including commercial combined, liability, construction, haulage, motor trade, property owners, leisure, hotels, wedding venues, goods in transit, our team can help source the appropriate cover for you.
Our financial expertise encompasses Pensions advice, Retirement Planning, Savings & Investments, Income Protection, Life Cover, Mortgages, Wills, Lasting Powers of Attorneys, and all aspects of Estate Planning. We also source Private Medical Insurance tailored to your requirements, which can provide you with a range of benefits including a shorter timeframe from referral to consultation; access to pharmaceutical drugs and medication, for example, cancer treatment, which may not be available through the NHS; the option to potentially choose your surgeon, and more.
We have a team of insurance experts and Independent Financial Advisers based in Taunton and the surrounding areas.
Ash Adkins BSc (Hons) Dip PFS EFA is a fully qualified financial planner and holds a BSc (Hons) in International Business. He has over a decade of experience in building trusted relationships with professionals and healthcare professionals. His focus is on tailored, independent financial planning for individuals and businesses.
Andrew Foyle DipPFS EFA is also based in the Taunton area and has been working in the financial services industry for over 20 years. He is a fully qualified Financial Planner who specialises in providing independent, personal, and tailored financial planning advice. He advises professionals and key business individuals around finding and implementing appropriate and effective solutions.
Adam Frampton, Cert CII, is our Senior Healthcare & Wellbeing Consultant. He has over 20 years of industry experience and specialises in Company and Individual Health and Wellbeing policies, including Private Medical Insurance (PMI), Medical Cash Plans, and Employee Assistance Programmes (EAPs). He takes a whole of market approach; applying his knowledge and expertise to select a policy that meets the needs of each client, whether they are an individual, an SME, or a large corporation.
Aleena Greville DipPFS MSWW has worked in financial services for over 35 years. She holds a Diploma in Financial Services and is a member of the Society of Will Writers. She has extensive experience in inheritance tax planning (IHT) and tailored financial advice, and specialises in Wills, Lasting Power of Attorneys and Estate Planning.
To contact Jo Pavey Insurance Services, please call: 01823 252198 and visit: www.lloydwhytecommunity.com
To discuss your requirements around financial planning, Private Medical Insurance, or Wills & Trusts, please book an appointment here: www.lloydwhyte.com/book-an-appointment/
or call: 01823 250750
What matters to you, matters to us
*DSC – The guide to UK Company Giving 2021-22
Authorised and regulated by the Financial Conduct Authority. Lloyd & Whyte Ltd is registered in England No. 03686765. Lloyd & Whyte (Financial Services) Ltd is registered in England No. 02092560. Registered Office: Affinity House, Bindon Road, Taunton, Somerset, TA2 6AA. Jo Pavey Insurance Services is a trading name of Lloyd & Whyte Community Broking Ltd who are authorised and regulated by the Financial Conduct Authority. Lloyd & Whyte Community Broking Ltd is Registered in England No. 04640518. Registered Office Affinity House, Bindon Road, Taunton, Somerset TA2 6AA. Calls may be recorded for use in quality management, training and customer support.