About

Meet the team behind countless 5-star reviews and claims success stories.

Who we are

Umbrella Financial was founded in Cardiff in 2016 by our Managing Director, Matt Collins. In the last nine years, Umbrella's customer-based approach to business has helped thousands of customers find exactly what they’re looking for through insurance packages, mortgages, will-writing and more.


With a rich history in the last nine years, the Umbrella Financial team comprises a cadre of seasoned professionals. Whatever your specific needs may be, we will connect you with the perfect expert to assist you. Don't hesitate; come and get acquainted with our team today!

Our mission

"Umbrella Financial are on a mission to provide individuals and their families throughout the UK with peace of mind by helping them prepare for the unexpected challenges that life will throw at us." 

Matt 

Matt Collins

Principal  & Managing Director

Meet the team

Matt Collins

Principal - Managing Director

Ashley Phillips

Operations Manager

Gemma Sheaff

Field Support Manager

Josh Thompson

Head of Protection - London & South East England

Chris Lines

Head of Protection - South West England & Wales

Emily Fielding

Case Manager

Louie Turner

Senior Protection Manager

Luke Hopper

Senior Protection Manager

Christy Pym

Senior Protection Manager

Daniel Keyte

Senior Protection Adviser

Tom Dix

Senior Protection Manager

Sophie Doughty

Senior Protection Adviser

Ben Davies

Senior Protection Adviser

Luke Hannant

Senior Protection Adviser

Matt Briggs

Senior Protection Adviser

Craig Garside

Senior Protection Adviser

James Parry

Senior Protection Adviser

Augustin Slowik

Senior Protection Adviser

Ben Roderick

Senior Protection Adviser

Robbie McNicholas

Senior Protection Adviser

Nathan Caine

Senior Protection Adviser

Abigail Hopkins

Senior Protection Adviser

Recent Feedback

"Removed all the usual stress"


Great service, made everything very straightforward and removed all the usual stress!

Chantel West

20/06/2024

"Very simple and fast from start to finish"


Josh gave us great service, with plenty of options to choose from that suited our needs and budget. Very simple and fast to sort from start to finish, would highly recommend Josh and Umbrella Financial.

Simon West

03/06/2024

"Always find the best deals to suit my family"


Ashley and Umbrella Financial have been nothing but helpful with sorting my family’s life insurance. They offer such a good range of products. Always find the best deals to suit my family! Would highly recommend them. Thanks!

Ashely Dobinson

07/02/2024

"Highly recommend Umbrella Financial"


Highly recommend Umbrella Financial. Ashley was very friendly and I received great, informative advice based on my personal family’s needs. A fantastic service. Thank you!

Laura Russell

27/03/2024

 

Why choose Umbrella Financial?

Over 100 years experience

Our expert team is waiting to help you and have all the experience you could need to do just that.

Relationship-focused

We aim to introduce you to the best in the business. There’s no need for a sales-based approach here.

Tailored approach

You tell us your budget and life position, we take care of the rest. You’ll never buy anything you don’t need from us.

Dedicated aftercare

Need help in making a claim? We’re by your side to ensure the providers pay the money you deserve.

£0m

Amount of cover on risk

£0m

Amount of claims paid

0

Average star rating

0

CUPS OF COFFEE CONSUMED

Careers

Interested in joining the amazing team, here at Umbrella Financial? Think you could add to the high levels of experience we have? We’re always on the lookout for the right people to make our customers journey even stronger, so reach out today if you think that could be you.

We’re looking for people who:


  • Are ambitious and think outside the box.
  • Have a strong moral compass and always want to help.
  • Get on well with people in general.
  • Want to be in control of their own destiny.


Experience and suitable qualifications are preferred, although all training will be required. The bottom line is, Umbrella Financial puts personality first.

 
 

What’s in it for you?

Umbrella Financial is always expanding, and we want to bring the best people into the team. As such, we’re willing to offer an attractive package to all of our employees. If you’re successful in your application, you’ll be able to enjoy all of the following:


  • A strong, flexible pay structure that rewards you for the work you put in.


  • Experience in dealing with some of the biggest insurance providers, mortgage lenders and solicitors in the game.


  • Full administrative support so that you can go back to doing what you love best: helping customers.


  • Business development support to help with your personal growth and tailor your journey within the company.


  • A full training package including sales support through to client relationship management.

Whether it’s more information on how our team can help you, or you’d like to tell us how you can help our team, reach out to us today.

Speak with us today.