Meet the Private Clients Team


Alison Davies CertCII - Managing Director

Alison Davies.Direct Dial: 02920 858637

Alison is Managing Director of Thomas, Carroll Private Clients Ltd and is responsible for the overall growth and retention of our personal insurance broking division, including private clients.

Alison joined Thomas, Carroll in 2003 having spent 18 previous years within the insurance division of the HSBC Group. Her later years were spent managing the Premier Clients Division and personally having dealt with many of the banks most important international customers and executives.

Alison enjoys a vast array of hobbies including skiing, Golf and has taken on various challenges in order to support Thomas, Carroll's chosen charity, Ty Hafan, by completing Three Peaks and Taff Trail Challenge.


Annette Clifford CertCII - Account Manager

Annette Clifford.Direct Dial: 02920 858603

Annette joined Thomas, Carroll in 2000, her current position is Account Manager for Private Clients. Prior experience includes a number of successful years with AA Insurance where she gained a wealth of experience servicing key clients. Annette's high expectations results in delivering an excellent quality service for clients.


Gareth Williams CertCII - Development Broker

Gareth Williams.Direct Dial: 02920 855242

Gareth is responsible for sales and development of our Private Clients service whilst providing broking and technical support.

Gareth's experience in the personal insurance industry spans over 13 years with a large proportion of his time spent with HSBC managing the development of new business for High Value clients.

In 2007, Gareth joined Thomas, Carroll using his experience and technical skills to enhance the services to our most valued clients, advising on private household, motor, travel and speciality risks. His interests include golf, football, swimming and reading.

Gareth is a member of the Chartered Insurance Institute, qualified to CertCII.


Maria Furber CertCII - Account Manager

Maria Furber.Direct Dial: 02920 858609

Maria joined Thomas, Carroll in 1998, having spent the previous 9 years insurance broking. Maria has used her vast broking experience to gradually specialise in the area of mid and high net worth clients, now dealing mainly with individuals with higher than average sums insured and more complicated insurance programmes.

Already the holder of a Certificate in Insurance from the Chartered Insurance Institute, Maria is working towards Diploma status.


Claire Hicks CertCII - Account Handler

Claire Hicks.Direct Dial: 02920 858613

Claire joined Thomas, Carroll in 2002 and is a Private Clients Account Handler. Claire's day to day responsibility is to provide broking support to a number of high value clients.

Claire holds a Certificate in Insurance from the Chartered Insurance Institute therefore combining technical expertise with vast experience.


Jo Hartley CertCII - Renewal Broker

Jo Hartley.Direct Dial: 02920 853737

Jo's career with Thomas, Carroll spans over 21 years and she has vast experience within the Personal Insurance department. Jo's current position is renewal broker and is responsible for all private client insurance renewals.

Jo holds a certificate in Insurance from the Chartered Insurance Institute.


Meet the Personal Insurance Team


Barrie McCarthy CertCII - Director

Barrie McCarthy.Direct Dial: 02920 858620

Barrie McCarthy is Director of Thomas, Carroll Private Clients Ltd. Barrie joined Thomas, Carroll from school in 1989 and has a wealth of personal lines experience.

Barrie is responsible for our unconnected clients and scheme business. During the last 21 years Barrie has seen the introduction of EDI, direct writers and aggregators, changing the business model to adapt.

Barrie also takes an active role on the IT Committee.


Phil Roberts BA (Hons) CertCII - Account Manager

Phil Roberts.Direct Dial: 02920 858626

Phil joined Thomas, Carroll in 1988, having spent 10 successful years as a manager with a national building society.

Phil Offers vast experience within the personal insurance industry and educated to degree level, Phil also holds a Chartered Insurance Institute accredited Certificate.

His interests are Sport, Music, Literature and Sport.


Sue Jones CertCII - Account Manager

Sue Jones.Direct Dial: 02920 858615

Sue joined Thomas, Carroll in August 1989.

Having spent all her career within Thomas, Carroll Sue has experience across all sectors, including commercial and special risks.

Sue holds a Certificate in Insurance from the Chartered Insurance Institute therefore combining formal technical expertise with vast experience - a compelling combination used to benefit her clients.

Outside of work, her interests include travel, music and reading plus a passion for musical theatre.


Leanne Jones CertCII - Account Manager

Leanne Jones.Direct Dial: 02920 858628

Leanne joined Thomas, Carroll, in 2005 and began life in TC as our receptionist.

Leanne then moved on to personal insurance as an administrative assistant, and is now an Account Manager dealing with all aspects of personal insurance.

Outside of work, her interests include travel, cinema and music.


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Thomas, Carroll (Brokers) Limited, Thomas, Carroll Independent Financial Advisers Limited and Thomas, Carroll Management Services Limited are part of the Thomas, Carroll Group plc.
Thomas, Carroll (Brokers) Limited is authorised and regulated by the Financial Services Authority and is entered on the FSA Register (www.fsa.gov.uk/register) ref 304860.
Thomas, Carroll Independent Financial Advisers Limited is authorised and regulated by the Financial Services Authority and is entered on the FSA Register (www.fsa.gov.uk/register)ref 450497.
Thomas, Carroll Group plc is registered in England no 869707.
Thomas, Carroll (Brokers) Limited is registered in England no 4062827.
Thomas, Carroll Private Clients Limited is registered in England no 04072637.
Thomas, Carroll Private Clients Limited is an Authorised Representative of Thomas, Carroll (Brokers) Limited.
Thomas, Carroll Independent Financial Advisers Limited is registered in England no 2142023.
Thomas, Carroll Management Services Limited is registered in England no 5860158.
Registered office Pendragon House, Crescent Road, Caerphilly, CF83 1XX

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