Specialist Insurance for Financial Planners
Providing financial advice comes with significant professional responsibility. Financial Planners Insurance helps protect financial planning practices against the risks associated with providing professional advice and services, including claims arising from errors, omissions or alleged negligence.
With cover tailored to the risks faced by financial professionals, you can protect your practice while focusing on supporting your clients.
What is Financial Planners Insurance?
Financial Planners Insurance provides tailored protection against the professional and operational risks associated with providing financial planning and advisory services.
Cover can be structured to protect against errors, omissions, advice-related claims and other risks associated with your professional activities and operations.
Financial Planners Insurance will typically provide cover for claims arising from:
- Errors or omissions in financial advice
- Alleged negligence or breach of professional duty
- Misleading or inaccurate advice
- Failure to provide appropriate advice or recommendations
- Losses arising from professional services provided
- Legal defence costs and compensation associated with covered claims
The type and level of cover required will depend on the services provided, business structure and professional exposures. Cover can be tailored to reflect your specific activities and requirements.
Who is it suitable for?
Financial Planners | Financial Advisers | Financial Planning Practices | Wealth Management Firms | Financial Advisory Businesses
Get in touch
Our brokers can help you compare policy options and arrange insurance tailored to the professional and business risks faced by your financial planning practice.
For more information or to arrange cover, please contact us or simply fill out the Financial Planners Insurance quote form below and one of our insurance brokers will get in touch in one business day.
Request a Quote
