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About Us

Getting to know us a little bit better

Discover Our DNA

Mont Blanc Financial Services (MBFS) is a leading insurance brokerage firm established in 1999. We specialise in providing comprehensive short-term and long-term insurance solutions tailored to both personal and commercial needs.

At MBFS, we are driven by our core value of "We Care". This principle, deeply rooted in our company's foundation, guides our approach to every interaction with our clients and employees. Our commitment to care ensures that we are always there for you, no matter what life throws your way.

Built upon this foundation, our six core values provide the framework for delivering exceptional service and support. Trust, integrity, innovation, teamwork, excellence, and compassion are the guiding principles that empower us to consistently exceed your expectations.

Complaints policy

Conflict of interest

01

We Care

At Mont Blanc, we foster a culture that extends beyond the conventional client-provider relationship. Our leadership and staff are wholeheartedly committed to supporting your business and personal well-being. Here, you're more than just a customer or employee; you become a valued member of our team. This ethos fosters a supportive environment characterised by open communication and mutual respect. We're dedicated to your development, treating your ambitions as our own. With Mont Blanc, your journey to success is a shared endeavour, where every step forward is taken in partnership.

02

Getting you claims ready!™

At Mont Blanc, preparing clients for claims is an ongoing commitment, not just a one-off task at policy commencement. Unlike many brokers who merely manage risk theoretically, our approach is practical and proactive. Our experienced brokers personally assess your circumstances to address all potential eventualities. We delve into planning for every conceivable scenario, ensuring you're fully prepared before any issues arise. This meticulous approach is part of our dedication to safeguarding your interests, offering peace of mind that your risks are comprehensively managed with foresight and expertise.

03

Compassion

At Mont Blanc, the value of "Giving" and going the extra mile is deeply ingrained in our ethos. We are committed to exceeding expectations for our employees, clients, and the communities we serve. This dedication to generosity and service goes beyond the norm, reflecting our belief in the power of positive impact. Whether it's through exceptional client service, supporting our team members, or contributing to community initiatives, we strive to make a meaningful difference. Holding this value close to our hearts, we aim to create a culture of kindness, where every action is guided by the desire to contribute positively and make a lasting impact.

04

Solution Driven

At Mont Blanc, a core tenet of our philosophy is the commitment to "Find a way to win." This embodies our proactive approach to tackling challenges head-on, ensuring that we are always ready to support you when the unexpected happens. Our team is dedicated to overcoming obstacles, providing innovative solutions, and ensuring that, no matter the circumstances, we navigate through them together. This mindset is integral to how we operate, reflecting our unwavering support and dedication to achieving success for and with you.

05

Passion for Learning

At Mont Blanc, we embrace the idea that "Change" is a constant. Our enthusiasm for continuous learning and improvement is ingrained in our business, fostering a culture where growth, both personal and professional, is actively encouraged. This mindset not only propels our team members forward in their careers but also ensures that our business strategies remain dynamic and innovative. By fostering an environment that welcomes change, we ensure that together, we can adapt, evolve, and thrive in an ever-changing landscape, benefiting our clients and our collective future.

06

Fresh-Tech™

At Mont Blanc, we take pride in our reputation as "Early Adopters" and innovators in the field of modern technology. This forward-thinking approach enables us to deliver superior insurance services, ensuring that you benefit from the latest advancements and efficiencies in the industry. Our commitment to innovation is central to how we operate, enhancing our capabilities and ensuring that we stay ahead of the curve in meeting your needs with cutting-edge insurance solutions.

Our code of conduct

Mont Blanc's Code of Conduct emphasises setting industry-leading standards for insurance services, grounded in trust, honesty and integrity. Prioritising our clients' interests is paramount to our approach, guiding our actions to ensure they receive the utmost in service and ethical care. This commitment defines our identity, fostering relationships built on respect and shared success.

We will

Ensure all statements we make – whether in advertisements, circulars, or publicity or promotional material – are factually correct and do not contain misleading or exaggerated claims.

Ensure our employees fully understand members’ obligations under this code and that they are kept up-to-date with any other guidelines that may be issued.

Comply with all legislation, acts and regulations relating to the financial services industry.

Maintain clients’ information confidentially and use it only when negotiating, maintaining, renewing or servicing their financial needs, unless consent has been obtained.

Prioritise the interests of our clients above all else – even our remuneration.

Conduct our business honestly, transparently with integrity and in good faith at all times and in relation to all parties.

Stipulations

Hold management and executives, both individually and collectively, accountable to regulators and other stakeholders for any failures in governance processes and protocols.

Protect, promote and advance the image, reputation and shared interests of the professional financial services industry.

Continuously advocate for the enhancement and standardisation of financial products, financial advice and intermediary services within the insurance industry.

Promote and uphold high ethical standards and sound business practices within the financial services sector, ensuring the industry as a whole maintains a positive image and reputation.

Ensure clients, both current and potential, are aware that we voluntarily impose a code of conduct upon ourselves to set us apart from standard industry expectations.

Remain relevant within the financial services sector by staying informed of legislative and regulatory changes and implementing these changes at strategic, operational and risk management levels.