SBL Carston Limited provides auditing, corporate finance and tax planning and payroll services. The firm operates three specialist brands: Carston Chartered Accountants, Sinclairs Bartrum Lerner and Sampson West. Established over 75 years ago, the business is headquartered in Cardiff, with additional offices in London and the Vale of Glamorgan, with clients ranging from multinational companies, through to small and medium enterprises (SMEs), sole traders and individuals.
In 2015, SBL Carston Limited became part of ETL Global UK, an international network of professional service firms, with offices in more than 50 countries – enabling the business to further enhance the strength and depth of its services and specialisms.
Following a competitive tender, Gallagher was appointed as a result of the broker’s clear understanding of SBL Carston Limited’s risk and insurance requirements and its growth ambitions, which include opening further UK offices over the coming years. Gallagher was able to negotiate SBL Carston Limited’s insurance cover that saw premiums reduce whilst increasing certain aspects of cover.
Phil Worthington, Senior Account Director, Gallagher, commented: “Like all professional service providers, accountancy firms face a range of risks which can cause disruption to their activities – from IT security breaches, to physical damage to their premises caused by theft, fire or flooding - which could affect their ability to take on new work or complete existing projects. Effectively managing their insurance requires the support of a specialist insurance broker, who will provide firms with tailored advice and ensure they have comprehensive insurance cover in place. We are very pleased to be working with SBL Carston Limited, which has built up an excellent reputation over many years for delivering sound financial advice to their clients, and we look forward to supporting them on their growth journey.”
Becky Vanstone, Finance Director, SBL Carston Limited, said: “We were looking to engage the support of a broker with the necessary experience and expertise to achieve insurance cover that was able to meet our requirements. From our very first meeting, the team at Gallagher impressed us with their sector knowledge, and were able to go the extra mile to provide us with a tailored insurance programme - providing us with confidence that we have suitable insurance in place for our business today and as we grow.”
