Insurance for Financial Services Companies

As you may know the insurance market for Financial Services Companies, especially Independent Financial Advisors has been challenging for a number of years. In certain areas the market is restricted to only a small number of insurers. We work very closely with two specialist insurers, both of who have been insuring Financial Services Companies for a number of years. We strongly believe that experience and continuity is extremely important, and helps us obtain competitive solutions for our clients.

We also have close relationships with a number of FCA compliance advisors that recommend our expertise in this sector. We provide insurance for the follow FCA regulated companies:

  • IFAs and Financial Advisors
  • Mortgage Brokers
  • Financial Institutions, including but not limited to; Fund Managers, Discretionary Fund Managers, Commercial Banks, Private Equity, Hedge Funds

We can provide the following insurance modules for Financial Services Companies:

  • Professional Indemnity Insurance
  • Directors’ and Officers’ Insurance
  • Crime Insurance
  • Cyber and Data Insurance
  • Office and Liability Insurance

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    Professional IndemnityEmployers' LiabilityPublic LiabilityOffice/Asset InsuranceOther

    Insurance to manage the risks for Asset Managers.

    Combined insurance packages for Fund Managers, covering professional indemnity, directors liability and crime insurance.

    Insurance to cover the regulatory, financial and technological risks faced by FinTech Companies.

    Professional indemnity for independent mortgage advisors, including mortgage advisors that are part of a network.

    Professional Indemnity Insurance can be a challenge for Financial Advisors. We have a close partnership with the leading professional indemnity insurer for Financial Advisors in the UK.

    Combined insurance packages for Financial Institutions, covering professional indemnity, directors liability and crime insurance.

    Our Specialist for Financial Services Insurance is Matthew Whinney

    Matthew Whinney is a director at Whinney Insurance Brokers.  Matthew is a specialist liability and indemnity insurance broker. Prior to insurance broking, Matthew spent 6 years at Hiscox Insurance Company as an underwriter in their city office, underwriting and advising a wide range of professions, from individuals to FTSE 250 companies.

    Specialist Subject: Professional Liability Email Address: Telephone: 020 7175 4589