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What we do

How we work

Step 1

We can support you with finding precisely what cover you’re required to hold, depending on your activities, permissions and capitalisation.

Step 2

We will then approach our hand-picked panel of specialist insurers to help you find the right cover at the right price.

Step 3

We will present you with your options and can provide dedicated support as you choose the products that suit your business needs.

Firms we work with
We broker insurance for firms of every shape and size across the financial services sector.
Financial Advisors

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.

Download Financial Advisors proposal form
Financial Institutions

Including asset management firms, banks and insurance companies, amongst others, we broker tailor-made cover for financial institutions, at competitive rates.

Download Financial Institutions proposal form
Investment Management

Investment funds and managers of every size should be protected by adequate insurance cover, we’re a broker that understands your regulatory responsibilities.

Download Investment Managers proposal form
Mortgage Brokers

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.

Download Mortgage Brokers proposal form
FinTech Businesses

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.

Download FinTech Businesses proposal form
Credit Brokers

Credit brokers can often be categorised as high-risk by insurers, without consideration of the business model; we negotiate better premiums on your behalf.

Download Credit Brokers proposal form
Do not see your sector above? If you operate within the financial services sector, we can help.
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Ready to find the right insurance for your financial services business?