UNA Alliance

UNA founding Member, TL Dallas, is expanding its footprint in North Yorkshire with a new presence in Harrogate, as the Yorkshire-headquartered firm continues to invest in regional growth.

The long-established insurance broking, risk management and financial services group will operate from premises at 36 Victoria Avenue, placing its team in the centre of Harrogate’s professional and commercial district and strengthening its service offering to both private and business clients across the town and surrounding areas.

The move forms part of the firm’s wider strategy to build on sustained organic growth, whilst maintaining its position as one of the UK’s largest independent insurance brokers.

Founding UNA Member, TL Dallas, has appointed Tim Mortimer as its new Chief Executive, as the fourth-generation family firm positions itself for the next phase of managed growth.

Tim takes up the role at the Yorkshire-headquartered group as Group Managing Director, and fourth generation family member, Polly Staveley, moves into an Executive Chair position, allowing her to focus on strategy, key clients, ambassadorial work and selective acquisitions.

Tim joined TL Dallas six years ago as Commercial Managing Director, with a clear succession plan in mind and has since played a central role in developing the Group’s commercial insurance operations, delivering significant year on year organic growth. He has over 35 years’ experience in the insurance sector, having previously held senior regional roles at Smart & Cook, Bluefin and Marsh Commercial.

During his time at TL Dallas, Tim has been instrumental in strengthening the group’s footprint in Scotland, most notably through the acquisition of a 40-strong team based in Inverness, Elgin and Orkney, now operating as Nord Dallas and Caledonia Dallas.

He has also supported further growth through the launch of new regional offices and specialist propositions in Lincolnshire, with the launch of Dallas Scott Davey, a specialist agricultural and business insurance firm; and the establishment of Dallas Wilding Drew in North Yorkshire, serving businesses across a broad range of sectors; as well as expanding into Cumbria, opening a new office in Cockermouth specialising in commercial and agricultural insurance.

This week sees the launch of this year's UNAversity Programme.

We are delighted to welcome 25 delegates from across the UNA Membership on our Introduction to Management Programme across 2 different cohorts.

Yesterday, was the turn of Cohort 1 who all met each other in person.

Today, is the turn of Cohort 2, from our newest friends from Caledonia Dallas who will be conducting their programme virtually.

Good luck to you all! 

UNA is delighted to announce that this year's Conference will take place at Twickenham Stadium on 14 November.

As is tradition, our host Member will be Sutton Winson, with this year's theme being "Embracing Shifting Landscapes"

We look forward to welcoming over 150 guests from our Membership and Partners for a day of learning, networking and fun.

Further details to follow in due course.....

The thriving health and care division of independent insurance broking and risk management specialist, TL Dallas, has secured several new client wins, including a £140m turnover care group that has 63 homes across the UK.

The division has a team of eight brokers with more than 100 years’ combined industry experience based across offices in Bradford, Lincoln and London.

Account executive, James Bright moved to TL Dallas from Marsh Commercial last year along with Rico Young, to further strengthen the UK wide proposition. James said: “Our expert broking team and longstanding insurer relationships combined with our own in-house claims team, gives us a compelling offering for operators in the health and care sector.