When off-the-shelf options don’t hit the mark
We know from experience that standard insurance policies and financial products rarely cater for larger homes, valuable possessions and more complex wealth management strategies – so we provide bespoke solutions built around your individual requirements.
Our independent advisers specialise in working with wealthy individuals and families who value the personal service we’re able to provide.
Financial planning for more complex affairs
With complicated mortgage arrangements, second properties, children at private school and the need for tax-efficient retirement planning, managing personal finances can become a real challenge. Covering everything from investments and pensions to mortgages and inheritance tax, our independent advisers specialise in working with wealthy individuals and families who value the personal service we’re able to provide.
Specialist insurance with peace of mind as standard
High-value homes and items such as expensive jewellery and watches, classic cars and fine art usually fall outside the limits of a standard insurance policy. Forgetting to update valuations may also leave you underinsured. And any renovation or refurbishment work can often lead to an inadvertent shortfall in buildings insurance.
Our experienced team of high net worth insurance brokers are happy to review your current arrangements and recommend ways to ensure your home and possessions are always protected – giving you comprehensive cover while keeping your premiums as low as possible.
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"There are six characteristics I look for in a Macbeth person; likeability, a desire to improve, an incredible attitude, enthusiasm, a team player and a dedication to putting our clients first at all times. Our people are committed to our culture and our philosophy. They drive it and ultimately they own it. This commitment is only possible because our people are emotionally engaged in our company and our history. We've worked hard to develop this culture and I truly hope our clients and partners experience this. It's another reason why we're different. This is a special business, full of special people, and I'm incredibly proud to lead it."
"Simon identified a gap in our protection needs when undertaking an initial financial planning review. With our assets structured as they were, Simon found that our estate, and children, faced a significant Inheritance Tax issue. With Simon’s help, we have now counteracted this huge financial threat and can now relax safe in the knowledge that our family is fully protected. I would highly recommend Simon’s relaxed but professional approach to anyone looking to review their financial circumstances."
"In Simon I am pleased to have found somebody that is open, honest and transparent. Not being tied to a particular provider, having the backing of a professional team and access to the tools needed to properly assess a range of financial products I am reassured that I am finally dealing with somebody that is serving my best interests. So far investment performance has validated my judgement."
"I’m sending my heartfelt thanks for all the work you have done on our behalf. Many thanks to for your guidance and understanding you have given to us."
"Simon has helped us through the complexities of the mortgage market over the years culminating in guiding us to the best overall Equity Release scheme. We can now enjoy our lovely home for the rest of our lives and can relax in the knowledge that we have the best arrangement in place from the extensive research Simon carried out.”
"Simon was referred to us as someone to help re-finance our mortgage, but turned out to be so much more. After building a genuine understanding of our financial situation and ambitions, he quickly, calmly – and without bias – consolidated our financial affairs with a much more suitable bank, ensured the right protection covers were in place, and built a secure platform from which we could then focus on the achievement of longer term financial goals."
"I would strongly recommend meeting with Simon – he has helped me and a number of my clients and I know him very well. I do believe he knows what he is doing with regard to wealth management, but most importantly his stance on integrity and fee structures are the most honourable I have ever met in his field."
"Macbeth responded very quickly to my enquiry and diligently came up with a cost effective solution. We would highly recommend them."
"I have recently taken out buildings and contents insurance for my home through Macbeths. They gave me real confidence that they understood the nature of my requirements and they were able to provide me with several cover options, with a number of different insurers. This was really helpful as it meant I could choose the level of cover I felt comfortable with, as well as one that suited my budget. Their service was professional, efficient and very helpful. I now have peace of mind that I am adequately covered and confidence that, in the event that I need to make a claim on my policy, Macbeth will assist me in that process. I have no hesitation in recommending Macbeth’s services."
"In a world of ‘like me’ products and services, it is so refreshing to find a company that is genuinely passionate about its customers – something which I think is very important, but too often not the case, these days. I would therefore like to thank Macbeth for offering (and more importantly) delivering so well on its promise. I am pleased I chose to insure through Macbeth, and pleased that Carl Sharp delivered the Macbeth promise so well."
"Macbeth is one of the most professional organisations I have come across in the insurance industry. They listen to your requirements and then ensure that you get what you actually need which let's face it, is not always the case. The team at Macbeth offer you the Rolls Royce of insurance advice. Nothing is ever too much hassle for them and they are always at the end of the phone or email when you have a question."
"Macbeth has been looking after my home insurances for some years now. I have used many brokers in the past but have never before found one so attuned to a client's needs. Their 'customer care' and attention to detail are second to none and they are always a pleasure to deal with. Macbeth provide a first class and truly personal service which is a rarity today."
"I was recommended to Macbeth through a mutual contact and I have been very impressed with the excellent personal service, and honest professional advice, that has been provided. I’m comfortable knowing that I have the right insurance in place and that I’m in safe hands should the worst happen, which is after all, why we have insurance. I wouldn’t hesitate to recommend Macbeth."
"From day 1, the first meeting about implementing our new pension scheme to its conclusion was handled by Simon in an efficient and professional manner. Simon was always on hand with advice and assistance from making the initial provider recommendation to the implementation. He continues to provide all the ongoing support we need. The transition would have been a lot more complicated without Simon’s help."
Business Moves Group
"Simon has looked after our Group Healthcare for a number of years now providing us with great service. Because Macbeth are whole of market advisers I have complete confidence with regard to our pricing at renewal time knowing that Simon and his team will ensure that we have the right cover at the most competitive rates possible.”
Static Control Components (Europe) Ltd
"I was recommended to Macbeth for developers insurance and I am extremely happy with their excellent advice and service. They understand our requirements and explain the types of insurance that we needed in clear and simple terms. I am delighted with the insurance programme in place and I look forward to working with Macbeth in the future. I wouldn’t hesitate to recommend Macbeth to any discerning property investor or developer looking for an honest, reliable and effective insurance broker."
“The service that Paul and his firm give is first class from start to finish. You are never just a number and they are always making you feel like their top priority. I have no hesitation in recommending them.”
Managing Director, Positive Computing
"Thanks to Simon and Vikki for your help in organising our Key Person covers. You made the process considerably easier with your knowledge, approach and patience!"
Haslams Chartered Surveyors
"We used Simon because we needed not only general advice relating to what insurance protection was available but also because he could then specifically tailor this advice to our precise business and personal needs. We found his detailed knowledge and clear explanations of the various products invaluable in assessing exactly what we needed to move forward with confidence."
White Hart Associates (London) Ltd
"Macbeth Insurance Brokers & Financial Services have been looking after my company’s insurances for a number of years and we are extremely satisfied with the services provided by them. Their staff are always very helpful and courteous. I can confidently recommend Macbeth as a solid and reliable company, and experts in their field."
Patrice Van Helden Oakes
Rob Van Helden Floral Design Ltd
"I have been using Macbeth for insurance since its formation in 1992. For me the benefit is that I can talk to people who know me, know my needs, & will come back with sensible ideas and realistic prices. Why should I bother with call centres and telephone menus when I can have real people instead? I have recommended Macbeth to colleagues, and will continue to do so."
Managing Director, Bryanston Electrical
"The service we receive from Macbeth gives us peace of mind that we are covered and that in the event that we would need to claim we will be dealt with quickly and fairly. They say your company becomes a reflection of its owners, how they are and how they do business. Everybody at Macbeth has a can do attitude and they seek to fully understand your business needs."
Managing Director, Positive Computing Ltd
"I have worked with Macbeth Chartered Insurance Brokers for several years now. Not only did they save our company money, but they also provided excellent service and made sure that we were correctly insured. I have had two insurance claims and Macbeth's were brilliant on both making sure that I was fully recompensed under my policy. I highly recommend the team at Macbeths and their services."
"Our company has been using Macbeth Insurance for over a year now and I cannot recommend them highly enough. We have found the service provided by Dennis Walsh and his team at Macbeth to be first class and very professional. Macbeth provide us with all the information we need to make an informed decision on our business combined insurance."
Clive D Devall
Owner, Blue Cube Travel
"The best of our alternative quotes were not only considerably cheaper than our existing broker, but were specifically tailored to the technology sector. Needless to say I would encourage others looking for excellent service and value to speak to Macbeth regarding all aspects of insurance, we are certainly pleased that we did"
Rock IT Group
“Every dealing I have with yourselves is painless and positive and the professionalism and customer care really does shine through the whole team. Thank you again.”
Focused Security Services
"My claim was dealt with very quickly. Once again I’d like to thank Carl Sharp for all his help with my claim. The service I had was exemplary and I would certainly recommend Macbeth to anyone."
"I have had two insurance claims and Macbeth were brilliant on both making sure that I was fully recompensed under my policy. I highly recommend the team at Macbeth and their services"
"Macbeth is a great place to work because the company offers stability and a steady working environment. They’ve handpicked a great group of employees and my interaction with these individuals is the most enjoyable part of my working day."
"Many larger broking organisations strongly promote that putting the client first is paramount to everything they do, but in reality, often fail to deliver on these values. Macbeth is different. There’s a real team culture across the business, dedicated to providing fantastic service to our clients."
"I’ve felt like a valued member of the team since the day I started at Macbeth. I enjoy working in a friendly environment alongside supportive management and like-minded colleagues where we all help each other to achieve our goals"
“We shopped around this year as our usual insurer had increased our premiums substantially for the last 2 years. Carl at Macbeth’s was very easy to deal with. He did as he promised and succeeded in providing increased cover at a substantial discount on what we had been quoted. He answered all of our queries promptly and clearly and ensured that any unusual Huf Haus features were covered.”
Huf Haus Owner
"Having previously been insured with Zurich and Chubb we were very happy with Carl’s recommendation in both financial and practical terms. We also found his attention to detail and understanding of our needs to be excellent. We would certainly recommend Carl for Huf Haus or, I suspect, any other high value, non-standard insurance purposes."
Brent & Rosemary Wilkinson
Huf Haus Owners
“It's clear that Macbeth's entire philosophy is built around providing their clients with a fantastic service, which lets me concentrate on my business and life, knowing that if I have to make a claim, I can leave everything to them.”
Managing Director, ROC Search Ltd
"Our companies have dealt with Macbeth for our insurance requirements since exception. Tony Gibbs and team have fully supported and sought solutions as the businesses have changed. Tony knows and understands our business and undoubtedly should an opportunity arise we would recommend Macbeth Insurance Brokers."
Axis Spine Technologies Ltd
"I had a good meeting with Tony who visited us at work to get a feel for our business. He has helped along the way and given advice on what is best for our situation. Prompt replies and being able to answer all my queries have taken the pain out of insurance buying."
Operational Solutions Ltd
"We recently renewed our combined commercial insurance policy with Macbeth. The process was very smooth an efficient. The fact gathering stage was handled very quickly and new levels of cover established. Renewal was then organised at a competitive rate and we are very happy with the result."
Managing Director, F.R. Benson & Partners Ltd
"Macbeth Insurance Brokers and Financial Services are extremely professional and reliable. I have always had a quick response and found each member of staff I have dealt with polite, friendly and courteous. When I have been anxious regarding any insurance issue I have always found Peter Emerton to be very reassuring and he finds an answer or solution fast. He will always assist and go the extra mile to help and is always kind and efficient. I would not hesitate to recommend Macbeth to my colleagues, friends and family."
Executive Assistant, Rotherhithe Investments Ltd.
"My husband and I have been using Macbeth since 2012 and we continue to be impressed by their amazing customer service. Carl and Mandy look after us on the insurance side and both are extremely knowledgeable, efficient and always go the extra mile to help us with any queries. Simon and Rachael look after us on the financial services side and again both really know their stuff, nothing is ever too much trouble and everything is done with a smile"
Partner, Field Seymour Parkes Solicitors
"I can't recommend Macbeth highly enough. A small change to our business activities saw our renewal quote increase ten-fold! Catherine at Macbeth was so tenacious in finding us a more realistic quote, keeping in touch with us at every stage and, in the end, finding us the right policy at exactly the right price. Extremely impressed and very grateful."
Commercial Director, Plastiserve Ltd
"We have been using Macbeth for many years. Their service is second to none. They are excellent at reevaluating your policy ensuring we have appropriate cover. Highly recommend."