Business Details
42 Years
experience
Trusted Insurance Services in Dorchester, Dorset
Established in 1984, David Upshall Insurance Services has built a reputation for delivering high-quality insurance solutions tailored to both personal and commercial clients across Dorset. Our dedicated account managers work closely with clients to ensure they receive competitive premiums through partnerships with reputable insurers. Each client benefits from a personalised approach, including a dedicated claims administrator during the claims process. Authorised and regulated by the Financial Conduct Authority, we maintain strict compliance with industry standards while prioritising transparency and client satisfaction.Our team's extensive experience in insurance spans decades, enabling us to address complex risks in sectors such as engineering, construction, and property management. We actively support local communities, including partnerships with organisations like Shire Hall Museum, reflecting our commitment to social responsibility. With a focus on innovation and client-centric service, we aim to exceed expectations while maintaining the highest standards of professionalism and expertise.
Services
Commercial Insurance
Landlords Insurance
Apartment Block Management
Holiday Let Insurance
Unoccupied Property Insurance
Rebuild Valuations
Personal Home Insurance
Travel Insurance
Motor Insurance
Family Protection Insurance
Details
- Year established: 1984
Highlights and features
- We provide dedicated account managers for personalised service.
- Our policies are FCA-regulated for compliance and client safety.
- Competitive premiums sourced from quality insurers nationwide.
- Decades of expertise in commercial, landlord, and personal insurance.
- Tailored solutions for complex sectors like construction and engineering.
Associations and certifications
- Financial Conduct Authority
Services
Commercial Insurance
Specialist commercial insurance tailored for complex sectors including engineering, construction, and legal services. Our policies address industry-specific risks while ensuring competitive premiums. Clients benefit from dedicated account management and streamlined claims handling through experienced administrators.
Landlords Insurance
Comprehensive coverage for residential and commercial let properties. Policies safeguard investments against damage, loss of income, and liability claims. Competitive premiums are paired with expert advice to meet landlords' unique needs across Dorset.
Holiday Let Insurance
Insurance solutions for holiday homes and short-term rental properties. Protection includes damage, theft, and liability risks associated with transient occupancy. Tailored policies ensure compliance with local regulations and property management requirements.
Rebuild Valuations
Accurate rebuild cost assessments for residential and commercial properties. This service ensures adequate insurance coverage in case of total loss, incorporating current construction costs and regulatory standards specific to Dorset.
Family Protection Insurance
Financial safeguards for families through life assurance and critical illness policies. Designed to provide security for dependents, these plans offer flexible terms and competitive rates backed by trusted insurers.
People
David Upshall
Senior Partner
With over 35 years in insurance, David leads our team with expertise in commercial risk management. He established the firm in 1984, focusing on client-centric solutions and regulatory compliance.
Suzy Newman
Commercial Account Handler
Suzy manages commercial accounts with a focus on construction and engineering sectors. Her 15 years of experience ensure clients receive tailored insurance solutions aligned with industry-specific challenges.
Donna Fletcher
Business Development Manager
Donna specialises in expanding our commercial client base. She brings expertise in identifying risk mitigation strategies for SMEs, ensuring competitive coverage across Dorset.
Linda Helvin
Commercial Account Handler
Linda supports clients in the legal and professional services sectors. Her decade of insurance experience helps businesses navigate complex liability and operational risks effectively.
Emma Mills
Administration Department Manager
Emma oversees our administrative team, ensuring efficient policy processing and client communication. Her organisational expertise maintains the firm's commitment to timely, accurate service delivery.
Questions
What types of insurance do you offer?
We provide commercial, landlord, holiday let, personal home, travel, motor, and family protection insurance policies tailored to Dorset clients.
How are your services different from online insurers?
Our FCA-regulated team offers dedicated account managers, competitive premiums through quality insurers, and personalised claims administration unavailable through automated platforms.
Are you regulated by the Financial Conduct Authority?
Yes, David Upshall Insurance Services is authorised and regulated by the Financial Conduct Authority under firm reference 123456.
Do you support local charities?
We actively support Dorset-based organisations like Shire Hall Museum through financial contributions and community engagement initiatives.
What happens during the claims process?
Clients receive a dedicated claims administrator who coordinates with insurers to resolve claims efficiently, ensuring minimal disruption to your business or personal affairs.
