Meet the team
Stuart Burn - Managing Director of Performance Finance
Stuart is responsible for ensuring both Performance Finance and Performance Insurance provide exceptional products for the very best value available whilst creating a working environment that is stimulating, challenging and enjoyable.
Stuart provides clients and external suppliers with unparalleled service levels and promotes a family atmosphere and family values within.
Stuart claims his work is his biggest hobby. He has two children that always keep him busy and enjoys playing rugby, golf and reading.
Lee Morgan - Partner of Performance Insurance & fully qualified protection adviser.
Lee is responsible for advising and arranging a wide range of protection products to healthcare professionals, their families and their businesses. He also ensures they have the widest choice available, the most up to date products and policies that will pay out fast when they need it.
Lee has been a Financial Adviser for the last 18 years working for insurance companies such as Legal & General, Pearl and Royal Insurance. He became completely independent seven years ago allowing Lee to advise on a wider range of companies and products.
Outside of work, Lee enjoys a round of golf and loves motorsport. His two youngest children (he has four) keep him busy at weekends and he is renowned for his DIY skills.
Cathy Blessing - Area Manager
Cathy is responsible for new business; client and supplier relationship management.
Joining us in 2009 Cathy brings with her over 20 years experience in asset finance.
Outside of work Cathy enjoys horse riding and swimming with her two daughters and is closely involved with Almondsbury UWE FC as part of their management team.
Pete George - Area Manager
Pete is responsible for new business; client and supplier relationship management.
Pete joined us in January 2008 and is already delivering great results for his clients. He enjoys watching live sports, socialising, reading, computers.
Peter Ward - Area Manager
Peter is responsible for new business; client and supplier relationship management.
Peter has ten years banking experience providing finance to professional practices.
Outside of work Peter is a season ticket holder at Birmingham City and enjoys skiing, badminton and golf.
Emma Carter, Jo Roberts and Stacey Pywell
Emma Carter - Company Secretary
Emma’s role is to provide Financial Control for the Company. This varies from paying invoices and salaries to producing Quarterly and Annual Management Accounts. She also assists with overflow administration and resolves related queries that may arise.
In her free-time Emma enjoys cooking, reading and socialising with friends. She’s also become very competitive on her Nintendo ‘Wii’!
Jo Roberts - Sales Support Administrator
Jo is responsible for providing administration support to finance advisors and develops relationships with advisors, lenders suppliers and clients to ensure that Performance Finance and Performance Insurance is considered the best finance and insurance provider in the UK.
Jo is a self declared shopaholic and loves swimming, cooking and reading.
Stacey Pywell - PA to Stuart Burn
Stacey is responsible for providing the Managing Director with business development and sales administration support. She also provides trouble shooting support across the entire business and helps to develop relationships with advisors, lenders, suppliers and clients, whilst continually assisting in looking at ways to improve systems and procedures.
Outside of work, Stacey enjoys keeping fit by attending the gym on a regular basis and going to Latin American dance classes. She also enjoys travelling and visiting new countries and experiencing different cultures.
Our commitment
Just a handful of reasons to choose us:
1. You could save money
If you already have an insurance policy, ensure it is absolutely the right one for you by getting it checked against a range of insurance providers. Your financial arrangements can also be checked to minimise any potential Inheritance Tax liability.
2. You will get free advice
Performance Insurance doesn’t charge for advice – ever. If we arrange a policy for you, we will receive commission from the insurance provider. And no matter how much advice you’ve taken, there’s no obligation to buy.
3. You will get a personal review at a time to suit you
As specialists dealing with healthcare professionals, Performance Insurance’s advisors understand that daytime appointments can be difficult. They’re available whenever you need them – evenings, weekends, or when you have 30 minutes spare during the day.
4. You will benefit from the highest standards.
As part of the Performance family of companies, you benefit from a business that has grown by giving healthcare professionals what they need, with the highest standard of customer service and communication. Performance Insurance adheres to the Financial Services Authority’s principles of treating customers fairly.
5. You will benefit from a Price Promise Guarantee.
Performance Insurance has a Price Promise Guarantee. If you buy a policy and subsequently find a like-for-life policy at a lower premium, your plan will be cancelled and you will get £250*.
6. Performance Insurance’s advisors specialise with healthcare professionals.
Years of working only with dentists, opticians and vets mean that Performance Insurance’s advisors understand your profession. They know the challenges of your work and how you need to protect your family and business. They have the expertise to help you at every stage, whether you are starting out, expanding your practice, remortgaging, or just looking to increase the protection for your family.
7. Performance Insurance is completely independent.
Unlike the banks which tend to be tied to providers, Performance Insurance can search a range of insurance providers. That means the ability to search through dozens of insurance companies and hundreds of products to guarantee the best deal for your circumstances.
* Applies to Critical Illness policies with or without death benefit, within 6 months of taking a policy with us. £250 will be paid as Capital Bonds which can be redeemed at most High Street retailers.