Alexandra has 20 years’ experience as a specialist Private Client & Fine Art insurance broker, structuring portfolio solutions and managing complex risk requirements for individuals, families and trusts.
Alexandra is the Private Clients Development Executive for Bruce Stevenson Insurance Brokers.
Private Client insurance is about looking after the personal insurance needs for those clients with a little more to protect or whose home and contents are not ‘standard’. ‘Listening, understanding and explaining what insurance is there to do for my clients is at the heart of what I do. I often visit clients at their home, building up a trusted relationship, helping them to understand why it is important to get their sums insured right, what risks they might face, and what to expect if and when it comes to making a claim’.
Many of our clients are in their ‘later years’ whose insurance needs have developed over time and in some cases are quite complex. They may have a large house, established collections of art, antiques and jewellery or a let property portfolio. Alternatively, they may be downsizing or a partner may have sadly passed away and so they are left with the administration of insurance policies which they may know little or nothing about. Being able to personally assist these clients and give them the re-assurance that their fixed assets are properly protected, is essential. I love being part of the Edinburgh Care Forum. Being able to offer insurance support, guidance and advice to those that need it at a potentially vulnerable time in their lives is just a very small part I can play in trying to make people’s lives a little easier.
ON A PERSONAL NOTE...
Alexandra lives in the Scottish Borders with her husband, two children, chickens, dog and cat. When she is not running around after them, or for them, she enjoys anything outdoors but particularly wild swimming, tennis, running and keeping positive!
WHAT CLIENTS SAY ABOUT ALEXANDRA...
“Alex has been helping us to deal with a client's art collection which has been difficult to fully insure for a number of reasons. She has provided us with options and ideas, and has helped us to find a solution which provides the peace of mind we were looking for.”
Alexandra can be contacted on 07464 545648 or 0131 553 2293
Visit Alexandra's LinkedIn page