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Performance personal insurance designed around you Oval Private Clients Insight. Service. Performance.


Specialist insurance and protection solutions for high net worth individuals Your time is as precious as your possessions – your nearest and dearest even more so. That’s why it’s good to know there’s a specialist personal insurance partner you can rely on to build the range of protections you need. As wealth grows, lifestyles change and priorities shift – but there remain only 24 hours in a day. As a high net worth individual, you’ll be likely to have a diverse and complex range of insurance needs that take time to assess, arrange and administer. You may also be wondering if you’re receiving the right levels of service and value – or even sufficient precision or performance from the insurance protections you already have. But there’s one thing we know for sure: you are accustomed to – and expect – true service excellence as a given. That’s why when time is short and assets are many, you need someone you can trust to turn the burden of insurance complexity into risk simplicity that works harder for you and yours – wherever you may be and whatever you’re doing. At Oval Insurance Broking (Oval) our Private Clients team prides itself on a first class, discreet and personal service that’s as innovative and flexible as it is responsive and effective. We understand that no two private clients are the same: that’s why our team of experienced and highly qualified specialists makes us the insurance advisory partner of choice for many high net worth individuals across the UK. We offer a skilled service that ensures the bespoke tailoring of any and every protection you might need – for today and for tomorrow. All managed through your own dedicated insurance professional who has the time, experience and the listening skills to understand your needs and build an enduring relationship that adds value to the lifestyle choices you make. With access to specialist high net worth insurers able to satisfy whatever your circumstances demand, we’ll

work with you to review your current position, map your future expectations and pressure-test the value of your existing personal, home and possession covers – before making our informed recommendations. From the largest private estates to the individual family home, we provide personal solutions that are underwritten by the leading specialist providers of high net worth insurance. These include industry leaders such as Chubb, Oak and Aviva.

Welcome to Oval Private Clients: insurance that protects you, your family and your assets As a top UK insurance broker, we provide specific insurance solutions – often at preferred rates – that identify liability, quantify risk, cut cost, integrate cover and protect you across the following areas: • Homes, including historic and listed property • Contents, including fine art, jewellery, wine and other high value collections • Holiday homes in the UK and overseas • Investment and Buy-to-Let property • Motor, including specialist car, collectors and family fleet • Yachts, from small pleasure craft right through to super, mega and giga categories • Lifestyle protection – accident, travel security and safety – including kidnap and ransom cover


Delivering the right protection for your bricks, mortar and possessions Surprisingly, 6.8 million UK homes are currently underinsured with over £212 billion of home contents at risk1. That’s why we like to recommend insurers who will appraise your property at no charge, ensuring you have the correct rebuilding sum in your policy. With around a quarter of people with UK contents policies underinsured by an average of £20,000 each2, we work with a range of valuation specialists dedicated to protecting your valuables, art and contents for their true worth.

Intelligent, tailored insurance solutions that work harder You’ll find all the specialist insurance solutions and services you need to help protect all that you hold most dear – under one roof and with a single specialist contact. Our approach is geared around a strong service ethic backed by tailor made insurance solutions that protect you and your family. Our comprehensive review of your private insurance portfolio focuses on your current arrangements and how they stack up against your needs. Each review gives you a complete picture of your private insurances and we’ll recommend the most effective solutions that deliver the protection that’s right for you, including:

Insight. Service. Performance. Oval Private Clients is in the vanguard of high net worth insurance and we understand the importance of careful attention to detail. We are respected, lead-participants across a wide range of stakeholders and groups in this area, helping drive best practice and innovation. Above all, we invest in our people. We have drawn together experienced, high calibre professionals who blend the advisory, administration, technical and listening skills essential to delivering the exceptional levels of insight, service, continuity, agility and pitch-perfect insurance performance you demand. Importantly, we keep workloads manageable so our people have the time and scope to stay close to your needs, develop the relationships and deliver the high service standards and innovation you expect. With offices across the UK, a skilled Oval specialist able to assess, plan, execute and develop your insurance affairs quickly, efficiently and discretely is never far away. We’ll work with you in the way that suits you best – we prefer private face-to-face meetings but recognise that your schedule may dictate otherwise. Whether it’s over the phone or over the internet, we believe in making the most of secure communication technologies and being there for you in the way that suits you best.

• A safe pair of hands: valuable advice and a personal touch from a partner you can trust • Continuity that promotes confidence: you won’t find a revolving door approach at Oval because we believe in the power and longevity of the professional, personal relationship • Innovation that drives value for money: working with the leading specialist high net worth insurers, we proactively develop bespoke covers and policies that provide wider cover than is typically available on the open market • Stress-free claims: no call centres and no hassle – we just deliver on our protection promise to you when you need it most • Fast, expert problem solving: we’re used to unusual requests; we know your needs are not run of the mill and we are able to respond quickly • One-stop-shop: we offer a portfolio service, so we can take care of all your personal insurance needs under one roof, including your home, your vehicles and specialist insurances. And since we are part of a leading UK financial services group, our sister company Oval Financial Services can also offer private client tax, investment, retirement and inheritance planning options 1The 2The

Daily Telegraph, Personal Finance (exclusive research), 16 January 2011 Daily Telegraph, Personal Finance (exclusive research), 16 January 2011

www.theovalgroup.com


About The Oval group The Oval group is a leading UK risk, insurance broking, healthcare and financial services advisory group. With offices across the UK, Oval Insurance Broking (Oval) is the specialist risk management partner of choice for thousands of businesses and individuals across a range of disciplines and industry sectors. From general insurance to sector-specific requirements, the strength of Oval lies in designing bespoke, dynamic and keenly competitive risk solutions that fit your needs exactly. Our skilled specialists take the time to understand those needs, simplifying risk to deliver a consistently innovative, high standard and high performance service that adds value, capability, agility and competitive edge to your business.

Our mission We aim to be the risk, insurance and financial services partner of choice for businesses and individuals across the UK, represented by innovative and passionate individuals who at all times deliver highly valued and tailored services to clients. For more information, visit us at www.theovalgroup.com

Would you like to talk? If you have any questions or would like to explore how you can make your insurance work harder for your organisation, we’re here to help. Call, Jo Whittaker ACII, Head of IB Marketing on: 01992 449 473 Or drop her an email at: jo.whittaker@theovalgroup.com

Oval Insurance Broking Limited Registered Office: 9 South Parade, Wakefield, WF1 1LR

Oval Financial Services Limited Registered Office: 9 South Parade, Wakefield, WF1 1LR

Registered in England No: 01195184 Authorised and regulated by the Financial Services Authority.

Registered in England No: 02192234 Authorised and regulated by the Financial Services Authority.

www.theovalgroup.com

Insight. Service. Performance.


Personal Insurance