TL Dallas strengthens private client team

TL Dallas, the independent insurance broking and risk management firm based in Bradford, has appointed Caroline Pullich as group head of private clients, enhancing its offering for high-net-worth individuals and families across the UK and Northern Ireland.

Caroline brings more than 30 years’ experience in financial services and insurance, with senior roles at NatWest, Barclays and NFU Mutual. 

She spent 21 years at NatWest, leading teams of up to 750 colleagues, and ten years at Barclays, progressing to head of SME for Yorkshire. 

Most recently, she was managing partner at NFU Mutual in Boston Spa, where she developed a high-net-worth client portfolio and bespoke insurance services.

Active in business and charitable communities, Caroline is chair of the Institute of Directors for North Yorkshire, a board member of Maggie’s Cancer Care Yorkshire, as well as part of the Leeds Leadership Group at the West and North Yorkshire Chamber of Commerce.

Caroline said: “Throughout my career in banking and insurance, the importance of relationships has always stood out. 

“At TL Dallas, I want to bring together everything I’ve learned to support clients with a truly personal, concierge-style service. 

“I’ll also be building my own portfolio of clients, ensuring I’m closely connected to families and their future generations, who will be responsible for their personal and business assets in the years ahead. 

“People want reassurance and an insurance broker that takes the time to really understand their individual needs, and that’s where TL Dallas excels and ultimately what attracted me to the role.”

Caroline added: “These roles have given me a broad network of connections who will also benefit TL Dallas clients. 

“The firm has a strong reputation for its charitable commitments and client relationships and I’m excited to help grow the private clients division, expand our high-net-worth proposition, and build on the firm’s long-standing values of trust and service.”

Polly Staveley, managing director, added: “T L Dallas is committed to the philosophy that private clients continue to want a knowledgeable insurance professional looking after them, ensuring they have the best possible cover and value, and fighting for their interests during a claim.  

“Caroline joining and leading our private client teams is a key part of our plan to take this gold standard service proposition to a wider audience throughout the UK.”

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