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We arrange cover for financial services firms, sourcing bespoke insurance policies that reflect their risk management set-up and trading history, not just the industry they operate in.
How we work
We can support you with finding precisely what cover you’re required to hold, depending on your activities, permissions and capitalisation.
We will then approach our hand-picked panel of specialist insurers to help you find the right cover at the right price.
We will present you with your options and can provide dedicated support as you choose the products that suit your business needs.
If you are an IFA or wealth manager, we have the unique sector insights to source fully FCA compliant policies, even those dealing with pensions.
Including asset management firms, banks and insurance companies, amongst others, we broker tailor-made cover for financial institutions, at competitive rates.
Investment funds and managers of every size should be protected by adequate insurance cover, we’re a broker that understands your regulatory responsibilities.
As a mortgage broker, PI insurance is your regulatory responsibility and your insurance cover must comply with the minimum limits of indemnity, set by the FCA.
As a FinTech business, anything that slows innovation and getting products to market can affect your growth; we ensure inadequate insurance cover will not slow you down.
Credit brokers can often be categorised as high-risk by insurers, without consideration of the business model; we negotiate better premiums on your behalf.

