Excellect is a proud Bristol based Insurance and Employee Benefits business founded in 2014 by Managing Director Simon Kelly, who has over 20 years experience in the financial services and insurance industry.
Independent and privately owned, we provide holistic advice to both businesses and private individuals. Without ties to any insurance company, we search the whole of the market for our clients to find the best products at the most competitive terms. We have strong relationships with the UK’s leading insurance providers including Aviva, AXA-PPP, BUPA, Vitality, Healthshield, Canada Life & AIG Life and can often access exclusive deals which are not available to companies going directly to insurers. This gives us and our clients a real advantage.
Our unique and successful approach to employee benefits blends research, market knowledge and consultancy. We help employers attract, recruit and retain quality people by creating effective and meaningful employee benefit packages. Our goal is to ensure that the right employee benefits solution is in place to suit the business needs, whilst remaining cost-effective. We believe it is critical that 'Everyone Benefits’. Not only is it important that the workforce is provided with the most suitable benefits package, but also vital that it is effectively communicated and administered to maximise employee engagement and understanding.
The Excellect team collectively bring over 75 years of experience in Insurance and Financial Services. They have a passion for delivering quality service to our clients and as a result we are growing organically with high customer satisfaction and retention rates, leading to regular word-of-mouth recommendations.
We have many trusted and established professional affiliate relationships which are growing and thriving as we work together for the mutual benefit of our respective clients.
We look forward to working with you.
Our UK head office is located within 5 miles from central Bristol, with convenient transit links, and off-street parking is available.
19b Osprey Court,
"Whether you are looking to renew an existing scheme, purchase a new product ,or just get some advice on implementing a new employee benefit, my team of expert advisers is here to help."
Simon Kelly - Managing Director
Get in touch by phone, email or drop in to see us
if you would prefer
0117 370 0352