David Roberts & Partners

What David Roberts & Partners does

David Roberts & Partners (DR&P) is a Top 50 UK independent insurance broker founded in 1977 and headquartered in Southport, England. The firm operates as a wholly-owned entity within the BMS Group family, distributing insurance and risk management services through a network of 34 UK offices and 5 global locations staffed by more than 550 sector specialists. DR&P serves over 10,000 businesses and high-net-worth individuals across 15+ product lines including commercial, manufacturing, hospitality, financial lines, cyber, marine and transit, construction, transport and logistics, trade credit, social care, agriculture, technology, employee benefits, and HNW personal lines.

The underlying technology stack centers on an insurance brokerage platform with dedicated claims handling systems and automated quotation engines. The automated quotation systems integrate external data from credit agencies and the Electoral Roll to support pricing and risk acceptance decisions. The Claims Hub provides centralized claims notification with dedicated handlers across property, motor, employee liability, public liability, and transit claims. The platform supports multi-channel distribution through direct field sales, a content-rich website organized by sector, LinkedIn presence, and approximately 37 subsidiary and trading brands such as CLP Insurance Brokers (Lloyd's broker with London/Europe/China reach), IMS Marine, D2 Corporate Solutions, and Edison Ives.

DR&P generates revenue through four primary streams: insurer commission on placed business, client broker fees (including £35 per policy transaction and £15 mid-term adjustment fees), premium finance remuneration as a credit broker, and volume/profitability bonuses from insurers. The firm operates a hybrid remuneration model combining subscription-style commission with one-time fees, billing annually or monthly depending on arrangement. GWP under management totals £630m annually in the UK, with the transport/marine/aviation/cargo divisions placing over £1bn in premium globally. The firm reports a 95% client retention rate, indicating strong revenue stickiness across its diversified customer base of SMEs, £1bn+ turnover corporates, and HNW individuals.

Name

David Roberts & Partners

Legal name

David Roberts & Partners (Insurance Brokers) Ltd

Website

https://drpinsurance.com

Company type

Private

Founded year

1977

Operating status

Operating

Headcount range

51–100 employees

Short description

David Roberts & Partners is a UK Top 50 independent insurance broker founded in 1977, operating through 34 UK offices and 5 global locations with 550+ sector specialists serving over 10,000 businesses and HNW clients across commercial, specialty, and personal lines.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (524210)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines) (FSAEADAJ)

akta.pro secondary industries

Professional Liability (E&O) (FSAJAGAC), Directors & Officers (D&O) Liability (FSAJADAF)

Keywords

• Commercial insurance brokerage
• Risk management services
• Specialty insurance solutions
• Employee benefits advisory
• Claims handling services

Headquarters

HQ city

Southport

HQ country

United Kingdom

HQ region

Europe

Offices23 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales

Revenue model

1. Insurance Commission: Commission payable by insurers for placing business, which is the primary remuneration method. Commission is confirmed upon request.
2. Broker Fees: Fees payable by clients for services, confirmed prior to cover being effected and at each renewal. Administration fees of £35 per policy transaction and £15 for mid-term adjustments.
3. Premium Finance Remuneration: When arranging instalments, DR&P acts as a credit broker and receives remuneration from third-party premium finance providers.
4. Insurer Volume and Profit Bonuses: Additional remuneration from insurers based on services provided, volume of business placed, and profitability of that business.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels4 records

Core offering

DR&P is a Top 50 UK independent insurance broker delivering bespoke commercial, corporate, personal, and specialty insurance coverage across 15+ product lines including manufacturing, marine, cyber, hospitality, construction, transport, agriculture, financial lines, and employee benefits. The firm operates through 34 UK offices and 5 global locations with 550+ sector specialists, providing risk management services, tailored training, and dedicated in-house claims handling. Revenue is generated through insurance commissions from insurers, client broker fees, premium finance remuneration, and insurer volume/profit bonuses.

Product overview

DR&P is a Top 50 UK insurance broker offering a comprehensive portfolio of insurance products and risk management services. The core offering consists of 15 distinct insurance product lines spanning Commercial Insurance, Manufacturing, Hospitality & Leisure, High Net Worth, Financial Lines, Poultry Protect, Employee Benefits & Business Protection, Marine & Transit, Farm Insurance, Cyber Insurance, Construction, Technology & Telecoms, Trade Credit, Social Care & Assisted Living, and Transport & Logistics. These products are delivered through a network of 34 UK offices and 5 global locations by 550+ sector specialists. Complementing the insurance portfolio, DR&P provides Risk Management Services (including health & safety, fire safety, HR, fleet risk, and business continuity) and Tailored Training Packages. Claims handling is delivered through dedicated regional teams with specialist expertise across all sectors.

Differentiator

Problem solved

Functional benefit

Brands

• Abbott & Bramwell Insurance Brokers: Specialty commercial insurance broker serving SME and commercial clients in Stockport (Hazel Grove).
• CLP Insurance Brokers
• Cumbria Insurance Brokers
• D2 Corporate Solutions
• IMS Marine
• JJ Yates & Co
• DR&P York
• Smith Robinson
• Berry Insurance Brokers
• Lloyd Bolam
• Millins
• Radius
• Sector Associates
• Leadenhall
• Edison Ives Ltd
• IFS Risk
• Insurance World
• Marks Insurance Consultants
• Neil Willies
• Powell Commercial
• Spedding Goldthorpe
• Umbrella

Products and services

• Commercial Insurance Bespoke commercial insurance coverage for organisations of all sizes, covering employers' liability, product liability, public liability, and financial lines. Designed for UK SMEs and corporate clients across retail, leisure, logistics, and property sectors.
• Manufacturing Insurance Specialist insurance solutions for manufacturers covering property, plant, machinery, product liability, recall, machinery breakdown, and cyber risks. Serves automotive, aerospace, food and beverage, chemical, pharmaceutical, precision engineering, and renewable energy manufacturers.
• Hospitality & Leisure Insurance Insurance protection for hotels, restaurants, pubs, bars, sports clubs, and leisure businesses covering property, business interruption, liability, and specialist extensions. Targeted at hospitality and leisure operators in the UK.
• High Net Worth Insurance Personal insurance coverage for high-net-worth individuals protecting homes, cars, fine art, yachts, and other valuable possessions. Delivered through dedicated handlers across DR&P's HNW-serving sub-brands.
• Financial Lines Insurance Protection against professional negligence, management liability, D&O, cyber liability, commercial crime, technology E&O, and regulatory investigation costs. Targeted at professional services firms, corporates, and financial institutions.
• Poultry Protect Bespoke insurance coverage for poultry farmers, co-operatives and processors covering buildings, plant, public/employers liability, infections, diseases, and pollution. Delivered by DR&P's specialist agricultural team led by Andy Dutton.
• Employee Benefits & Business Protection Comprehensive employee protection programmes including private medical insurance, health cash plans, dental insurance, group life insurance, group income protection, critical illness cover, key person insurance, and shareholder protection. For UK employers seeking workforce and key-person protection.
• Marine & Transit Insurance Insurance for vessels, cargo, ports, terminals, hull & machinery, yachts, specie, crew liability, and marine property covering global marine operations. Delivered by DR&P's marine specialists including D2 Corporate Solutions, IMS Marine, and CLP Insurance Brokers.
• Farm Insurance Specialist agricultural insurance protecting farms, smallholdings, and estates covering buildings, equipment, livestock, and livelihood. For UK farming operations from smallholdings to larger estates with diversifications.
• Cyber Insurance Comprehensive cyber protection covering incident response, ransomware, business interruption, data recovery, regulatory defence, third-party liability, cybercrime, and reputational harm. Serves contractors, construction, SMEs, technology firms, financial services, healthcare, retail, logistics, and public sector.
• Construction Insurance Insurance for contractors, developers, and subcontractors covering Contractors All Risks (CAR), plant & machinery, liability, cyber, delay in start-up (DSU), and owner-controlled insurance programmes (OCIP). Targeted at construction and engineering firms including developers, contractors, subcontractors, infrastructure, and renewable energy projects.
• Technology & Telecoms Insurance Specialist cover for technology organisations including cyber, technology E&O, property, IP insurance, crime & social engineering, and D&O coverage. Designed for technology firms, telecoms providers, and IP-intensive businesses.
• Trade Credit Insurance Financial protection against non-payment of invoices covering buyer insolvency, with options for whole turnover, selected debtor, export, and pre-credit/manufacturing risks. Targeted at businesses with significant trade receivables exposure.
• Social Care & Assisted Living Insurance Specialist protection for care providers covering medical malpractice, professional indemnity, abuse & molestation, loss of registration, property, and cyber insurance. Serves residential care homes, children's homes, supported living, and mental health units.
• Transport & Logistics Insurance Insurance for freight forwarders, hauliers, courier networks, and logistics businesses covering motor fleet, goods in transit, cargo, property, liability, and business interruption. Targeted at the UK transport and logistics sector including freight forwarders, warehousing, hauliers, coach operators, couriers, and port operators.
• Risk Management Services Comprehensive risk management solutions including health & safety management, fire safety risk management, HR & employment law guidance, fleet risk management, business continuity planning, and noise risk management. Delivered by DR&P Risk Management to complement the firm's insurance brokerage offering.
• Tailored Training Packages Customised training courses including manual handling, first aid, IOSH Managing Safely, fire warden, risk assessment, COSHH, working at height, and CSCS cards/NVQs. Delivered to clients across the UK to support compliance and workforce capability.
• Claims Support Services Outcome-focused claims handling with dedicated handlers, covering property claims, motor claims, employee liability claims, public liability claims, and transit claims. Operated through the centralized Claims Hub system with triage process and structured oversight.

Quantifiable outcome

• 95% client retention rate demonstrates strong customer satisfaction
• +3 more outcomes

Named customers9 records

Segments11 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• BMS GroupcoreStrategic or Co-development PartnerDR&P Group is part of the BMS Group family, combining local expertise with world-class global resources. This partnership provides access to broader specialist capabilities across risk management, employee benefits, and insurance solutions, enhancing DR&P's ability to serve clients with global scale while maintaining local expertise.

Scale indicators8 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Howden Group Holdings: Howden is a major UK-headquartered independent insurance broker with global reach, comparable in operating model to DR&P. Both specialize in commercial, specialty, and reinsurance lines, and both pursue an M&A-led growth strategy across regional brokers.
• PIB Group: PIB Group is a UK-focused insurance broker roll-up with multi-brand architecture similar to DR&P. Both operate acquired regional brands, emphasize specialty expertise, and serve SME to mid-market corporate clients across similar verticals.
• Ardonagh Group: Ardonagh is one of the largest independent UK insurance broker groups, encompassing Towergate, Autonet, and Price Forbes. Like DR&P, it operates a multi-brand model serving commercial, personal, and specialty lines through a distributed office network.
• Jensten Group: Jensten is a UK independent insurance broker that has built scale through regional broker acquisitions. Its operating model and mid-market commercial focus closely parallels DR&P, though Jensten has a stronger specialism in schemes and delegated authority.
• Aston Lark: Aston Lark is a UK independent insurance broker built through M&A, now part of the Howden Group. It serves SMEs, corporates, and HNW clients with a similar multi-brand, regional-office model to DR&P, with comparable specialty expertise across construction, manufacturing, and HNW.
• Towergate Insurance Brokers: Towergate is a long-standing UK independent insurance broker, part of the Ardonagh Group, serving SMEs and individuals through a large regional office network. Its scale, multi-line offerings, and broker roll-up heritage make it directly comparable to DR&P.
• Bollington Insurance Brokers: Bollington is a UK independent insurance broker specializing in commercial, HNW, and specialty lines, operating through regional offices. Its mid-market positioning, specialty expertise, and regional roll-up strategy make it directly comparable to DR&P.
• Lycetts: Lycetts is a UK independent insurance broker specializing in rural, commercial, and HNW insurance. It shares DR&P's niche expertise in agricultural, equestrian, and high-value personal lines, with comparable regional office distribution.
• Thomas Carroll Group: Thomas Carroll is a Wales-based UK independent insurance broker offering commercial, personal, and employee benefits lines. Its regional presence, multi-product portfolio, and SME-to-corporate client mix make it comparable to DR&P.

Broad incumbents

• Marsh Ltd: Marsh Ltd is the UK arm of Marsh McLennan, the global insurance brokerage and risk advisory giant. While larger and broader in scope than DR&P, Marsh operates in the same UK commercial and corporate insurance market and competes for many of the same mid-market and corporate clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/davidrobertsandpartners
• Xx.com/drandp
• Facebookfacebook.com/100057446739641

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries36 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about David Roberts & Partners