FORMS & FACTSHEETS
Independent Financial Advisors have for many years been required to purchase Professional Indemnity Insurance and are seen by the industry as a high risk. In the past there have been significant problems with sales of pensions, endowments and poor performing investments. In some cases firms have struggled to get cover at a reasonable cost, or to be able to buy cover at all.
PI Expert has access to insurers who can provide insurance for Financial Advisors who operate in a wide range of specialities. We can obtain quotations which are competitive and offer extremely wide cover.
Our specialist, experienced and dedicated professional indemnity team has access to all qualifying insurers which enables us to offer the most appropriate advice and most cost-effective professional indemnity insurance for IFAS available.
To obtain a no obligation professional indemnity insurance quotation, simply download and complete one of our Financial Advisor PI proposal forms. Alternatively, send us a copy of the insurance proposal form completed for your existing broker.
If your insurance policy is not yet due for renewal, register your interest now and we will arrange to contact you prior to the renewal of your current policy.
Quite often, people living in a block of flats or along the same street may form a Residents’ Association or Residents’ Management Company. It’s…
Clients often ask PI expert why they need to buy Professional Indemnity Insurance. We believe that the best way to explain where the risk lies is by using examples of people in similar trades.
We look after all sorts of people and all sorts of professions. From Architects to Accountants, Engineers to IT Professionals, Solicitors to Scientists, Tree Surgeons to Translators.