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Professional Indemnity Insurance for Professional Services

Professional Indemnity Insurance (PII) for accountants, wealth managers, consultants, and more.

Threats to your organisation

The professional services sector is constantly evolving, with new risks emerging that can impact your firm's reputation and operations. Our insurance solutions are designed to mitigate these risks, providing coverage for a range of scenarios involving clients or third parties, including:

  • Negligence
  • Errors and omissions
  • Breach of trust and confidentiality
  • Defamation
  • Financial crimes

How we are helping professional services firms with insurance solutions

Our Professional Indemnity Insurance (PII) services team have been instrumental in helping professional services firms apply comprehensive risk protection, manage claims, and gain valuable market insights. Our team of specialists craft tailored insurance solutions to achieve the most client-friendly insurance agreements with the best possible terms and conditions.

  • Claims specialists

    Our claims specialists sit within the team and are with you every step of the way, being involved at the initial placement to acting as advocates with claims. Our proactive approach ensures timely management of claims and strategies to manage the successful settlement of claims and to reduce future incidences.

  • Insurance services powered by data

    Utilising data and analytics, we provide effective insurance services that anticipate and mitigate potential issues. Our risk profile analysis and benchmarking services help identify areas for improvement, ensuring proactive risk management.

  • Our specialism in professional indemnity insurance

    Our specialised risk management and broker services are designed for mid-sized to large international professional services firms. We understand the unique challenges faced by professionals in a wide range of business sectors, such as Accounting, Consultancy (Management/Business), Testing, Inspection, Insurance Broking, Wealth Management, and Certification & Marine Classification, offering tailored solutions to meet your specific needs.

Product

ProXS – Professional indemnity insurance excess cover

Contacts

Duncan Philpott, Executive Director, Professional Indemnity

Duncan Philpott

Executive Director, Professional Indemnity

Sarah Khan, Senior Director, Professional Indemnity Insurance, FINEX GB

Sarah Khan

Senior Director, Professional Indemnity Insurance, FINEX GB

David Carragher, Senior Director, Client Relationship Management

David Carragher

Senior Director, Client Relationship Management

Photo of Ryan Van der Merwe

Ryan Van der Merwe

Associate Director

Mark Perry, Senior Director - Client Relationship Management, Professional Indemnity

Mark Perry

Senior Director - Client Relationship Management, Professional Indemnity

SERVICE

Professional Indemnity Insurance

Contact a member of our team to learn more about how our PII solutions can benefit your professional services firm