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