About Us >>>

Chase Templeton has been trading since 1994 and currently manages a portfolio of over 35,000 clients and in excess of £50,000,000 API (excluding IPT).

We manage a vast number of individual clients plus SME’s and also a portfolio of blue chip clients, where API exceeds £100,000 per annum.

We pride ourselves on delivering quality service to all clients, giving independent, unbiased advice, without the use of jargon and adhering to all rules and regulations applied by the FSA.
Chase Templeton is made up of a number of different sales channels:

• Telesales Operation
• Corporate Operation
• Self Employed Consultants
• Appointed Representatives
• Network of PMI Specialist

Telesales
This unit is based in Somerset and specialises in providing independent advice on Private Medical Insurance to Individuals and families.

Corporate
We have a team in Somerset and Blackburn providing support to SME and Corporate clients. Advice ranges from Medical Insurance, Group Life, Group Critical Illness, EAP, Cash Plans, Key Person, Shareholder Protection, Dental, Travel and much more.

Self Employed
We currently have a team of over 50 self employed advisers and they are based all over the UK, Ireland and Spain. They provide a vast range of advice on areas for both individual and company clients. Their advice includes Private Medical Insurance, Life Insurance, Critical Illness, Income Protection, Accident, Sickness and Unemployment, International Medical Insurance, Mortgages and many more

Appointed Representatives (AR)
This rapidly growing area of the company includes around 30 AR’s. They provide advice on Individuals and Companies or all sizes. Advice ranges from Private Medical Insurance, Life Insurance, Income Protection and much more

Network of PMI Specialist
The members of this network predominately focus on private medical insurance for both individual and company clients. Members of this network are responsible for their compliance.