Independent Financial Advisors Insurance

We have many years’ experience which helps us to understand the insurance requirements of Independent Financial Advisors

Independent Financial Advisors specialists

01903 953500

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Why do I need Insurance?

We truly understand the turbulence of the Professional Indemnity Insurance market for independent financial advisors in recent years. Insurance premiums have been very changeable and insurer appetite has been reducing year on year with many Insurers pulling away from the professions completely.

PI cover as part of Independent Financial Advisers Insurance has been a mandatory purchase since 1994 when under the regulation of the Personal Investment Authority.

Now the profession is regulated by the Financial Conduct Authority (FCA) who stipulate minimum levels of required coverage that must be purchased, however the minimum level required may not always be suitable for the company’s needs.

Want to know more about Independent Financial Advisors Insurance?

Our team are happy to help with any enquiries you may have about Independent Financial Advisors insurance.

Cover can include

  • Office contents (including multiple locations)
  • Directors and officers liability
  • Employment practices liability
  • Corporate legal liability
  • Trustee indemnity
  • Crime/fidelity
  • Public liability
  • Employer’s liability
  • Product liability
  • Business interruption
  • Group travel
  • Personal accident
  • Computers
  • Cyber liability
  • Overseas offices/staff
  • Intellectual property
  • Kidnap and ransom
  • Identity theft
  • Medical malpractice
  • Legal expenses (including contract disputes)

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  • Our Promise

    We only insure qualified Medical Professionals for Injectable Treatments

    We are completely independent and trade with integrity – which means we always act in your best interest to place your business with an insurer that’s right for you.

    We work with a team of experts from medical solicitors, qualified health and safety clinical specialists, accountants and Patient Consultation Technology companies to bring together the best services to robustly protect your organisation from every angle.

    We take the time to fully understand the DNA of how your organisation operates by visiting you in person to fully review all the varying exposures within your business and provide guidance, risk management advice and look at any gaps or exposures in cover you may have and implement an insurance solution designed to meet your needs.

    We’re here to defend you, we only work with insurers who take a strong stance against defending claims and involve you every step of the way.

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  • Our broking experts are here to assist you throughout the year.

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  • Our broking experts are here to assist you throughout the year.

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  • Our broking experts are here to assist you throughout the year.

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  • Our broking experts are here to assist you throughout the year.

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  • Our broking experts are here to assist you throughout the year.

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  • Our broking experts are here to assist you throughout the year.

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  • Our broking experts are here to assist you throughout the year.

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  • IMPORTANT UPDATE FROM LLOYD’S

    Lloyd’s is proposing to transfer certain EEA insurance policies to Lloyd’s Brussels. The proposed transfer will not change terms and conditions of any policy, except that Lloyd’s Brussels will become the insurer and Data Controller in respect of the transferred policies.

    Further information about the proposal (including whether it could affect your pre-transfer position), which policies are transferring, your rights and what you need to do can be found at www.lloyds.com/brexittransfer

  • Our broking experts are here to assist you throughout the year.

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  • 0800 368 9018

    General Enquiry