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Expert Insurance Solutions for Financial Advisers

We provide tailored professional indemnity insurance to safeguard independent financial advisers against risks and liabilities.

How much professional indemnity insurance do I need?

The level of cover your business needs is entirely dependent on the work you do and how much financial impact a mistake in your line of work would cause. Your policy should have enough cover to full settle any claim and legal fees brought against you.

Here are a few other things to take into consideration when choosing the level cover you’ll need.

  • The type of work you do and clients you work with
  • The projects you’re working
  • The size of your business
  • The financial impact a mistake on your part would have
  • The type of risks you face
  • Whether you provide consultancy or advice

It’s also worth checking in with any clients ahead of time to find out if they have any requirements for how much cover you should have in order to work with them.

Frequently Asked Questions

What is professional indemnity insurance?

Professional indemnity insurance is a type of coverage that protects professionals against claims of negligence or inadequate work. It is essential for independent financial advisers to safeguard their practice and clients.

Who needs professional indemnity insurance?

Independent financial advisers, consultants, and other professionals who provide advice or services to clients should consider professional indemnity insurance to protect against potential legal claims and financial losses.

How does professional indemnity insurance work?

This insurance covers legal costs and expenses incurred in defending claims, as well as any compensation awarded to clients. It ensures that advisers can operate confidently without the fear of financial repercussions from claims.

What are the benefits of having this insurance?

Having professional indemnity insurance provides peace of mind, protects your financial assets, enhances your professional credibility, and ensures compliance with industry regulations.

What types of insurance do you offer?

We specialize in professional indemnity insurance tailored for independent financial advisers, ensuring comprehensive coverage against potential claims. Our solutions are designed to protect your business and reputation in the financial services sector.

Need assistance with your insurance needs?

Our team is here to help you navigate your insurance options and find the best solutions for your specific requirements. Don’t hesitate to reach out for personalized support.

What Our Clients Say About Us

★★★★★

Average Rating: 4.8 out of 5 based on 150 reviews

Client Satisfaction Guaranteed

Their professionalism and dedication to client service are unmatched. I felt supported every step of the way, and their advice was spot on. I would recommend them to any financial adviser looking for reliable insurance solutions.

★★★★★

Emily Davis

Trustworthy and Reliable

This brokerage has been a game changer for my practice. Their understanding of the financial services sector and the specific risks we face has made all the difference. I feel secure knowing I have the right coverage in place.

★★★★★

John Smith

Exceptional Service and Support

I have been working with this insurance broker for over five years, and their expertise in professional indemnity insurance has been invaluable. They truly understand the needs of independent financial advisers and provide tailored solutions that give me peace of mind.

★★★★★

Sarah Johnson

Highly Recommend Their Services

The team at this brokerage is incredibly knowledgeable and responsive. They helped me navigate the complexities of insurance coverage, ensuring I had the right protection for my business. I can’t thank them enough for their support and guidance throughout the process.

★★★★★

Michael Brown

O3 Specialty – PII Specialists