Financial Advisor Insurance

Financial Advisor Insurance

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As a financial advisor, professional indemnity insurance covers claims against financial losses caused by your service or advice. It indemnifies you for legal defence costs and damages awarded if you are found liable. Common allegations include:

  • Breach of contract
  • Conflicts of interest
  • Misrepresentation
  • Violation of regulation
  • Failure to execute client instructions properly

As an independent financial advisor dealing with people’s life savings, it only takes one client to file a complaint and trigger an investigation. Without adequate insurance, a single claim could bankrupt your financial planning or advisory firm.

Professional indemnity insurance helps to cover you in most instances, so you can focus on serving clients. The right policy also shows clients that you operate professionally and care about their interests.

Brisco Business offers quotes for financial advisor insurance as well as many other types of Office Insurance, so you can find the right policy for your needs.  Professional indemnity insurance is often available for financial advisors as a separate insurance package.

Get Tailored Cover as a Financial Services Business

Standard professional indemnity policies often exclude financial advisors, so customised cover is essential to protect your unique risks. Whether you’re an independent financial advisor, run an IFA firm, or provide restricted advice as a chartered financial planner, cover should fit your unique needs.

Why “Brisco” Is The Best Choice

At Brisco Business, we offer tailored policies with comprehensive cover. As an insurance broker comparing many major insurers, we find you the best deal from reputable providers.

Our knowledgeable staff provide ongoing support to help businesses find the right insurance policies for their needs. Compare quotes for financial advisor insurance with Brisco Business today and find a policy that meets your needs.

When comparing Brisco to Financial Advisor Insurance brokers, Brisco comes out on top by offering a superior platform for your insurance needs. Access a wide array of insurers to find the most comprehensive coverage options at the best prices. With round-the-clock availability and a user-friendly interface, Brisco lets you make well-informed decisions tailored to your business requirements.

We partner with some of the UK’s most trusted financial advisor providers, so that you can compare insurance quotes and choose the options that suit you best.

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Why do I need specific financial advisor insurance?

There are some issues which a general business insurance policy won’t cover. You’ll have to assess the specific risks that you face as a financial advisor to avoid being left exposed.

Can I insure contents outside the office?

Yes. You will have to make sure this is specifically noted in the policy. If not you may only be covered for anything inside your office. You may require cover for company laptops and mobile phones that you take away from the office premises for example.

My company rents, rather than owns, the office. Do I still have to insure the building?

No. The only thing you’re liable for is the cost of replacing items you own. So if you rent the building you’ll only need to insure your own office equipment.  Your policy will also include cover for other risks you face as a business such as injuries caused to the public or members of your staff.

How do I calculate how much cover I need?

Work out the total cost of rebuilding the office and the value of everything you want to insure. This will give you the full total of the insurance you need. It should protect you from any unpleasant surprises when you try to claim and it will also avoid the risk of taking out more insurance than you need.

What if I work from home? Am I still covered?

Your home insurance only covers damage to things used for domestic purposes. You office equipment will not be counted. You’ll have to make sure this is still covered as part of your financial advisor insurance policy.

How much does financial advisor insurance cost?

The cost of your financial advisor insurance depends on a number of factors. These include everything from the level of cover you’d like and the size of your contracts, to your claims history and overall level of risk. Overall, the more likely you are to make a claim on your policy, the more it will cost.

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