IFA Insurance
What is IFA Insurance?
When you’re working as an independent financial advisor (IFA), you’re usually offering advice to clients across a range of financial products, such as mortgages and investments.
From client disputes to regulatory scrutiny, financial advisors are more highly exposed than most professional firms to potential claims for compensation. This is where IFA insurance comes in, as it can protect you against allegations of mis-selling and improper advice.
Rather than being a single product, IFA insurance typically includes a number of insurance policies that combine to provide comprehensive protection. This includes professional indemnity insurance, which is a legal requirement for those regulated by the FCA.
Having placed PI cover for IFAs for many years, we are uniquely positioned to understand the risks you face and the challenges you have in finding suitable cover. We understand the regulator’s requirements and the protection you need. Speak to our experts.
Who You'll Speak To
Dave Marcus is an IFA insurance broker with more than 15 years of experience in the industry. As a result, he truly understands how to protect your financial services business against a range of accusations.
As an independent financial advisor, you’re more exposed to risk than people in other businesses/services. As a result, working with someone like Dave is essential for ensuring that you’re comprehensively protected. No matter whether you’re a sole practitioner or a member of a large firm, Dave can help. Get in touch today to learn more.
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70+ Years
In The Commercial Insurance Industry
98.2%
Policy Retention Rate
97.25%
Of Claims Accepted
Professional Indemnity Insurance for Financial Services Providers Like You
At Eximia Broking, we’re big enough to compete and agile enough to care. Our experienced brokers understand the importance of professional indemnity insurance for financial services providers and can provide advice where required. When making decisions and dealing with insurance companies, we always make decisions based on your needs, not ours.
So, put your business in our hands. After all, we’ve been arranging professional indemnity insurance for financial planners since 1953.
Expert Insurance Brokers
Exceptional Service
When it comes to protecting your business and its assets, we like to take the time to meet face-to-face, so we can properly understand your unique requirements.
Highly Experienced
We’re well versed in all aspects of risk and wealth management, and we’re experts in transport, manufacturing, construction and waste.
Specialist Brokers
At Eximia Broking, we’re specialist corporate insurance brokers. Big enough to compete and agile enough to care, we don’t just aim for excellence, we strive for exceptional.
Eximia Broking vs Other Insurance Brokers
Eximia Broking
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National Brokers
If you'd like more information about our services, please get in touch
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Our Easy 3-Step Process
Get in Touch01. Contact Us
Simply fill out our contact form or pick up the phone and call us on 0114 345 10 20.
02. Speak to Our Team
An experienced broker from our team will reach out to you. Wherever possible, we'll meet face-to-face and take the time to discuss the unique risks your business faces.
03. We'll Find a Custom Quote
Armed with the above information, our brokers will go out to the market and arrange a bespoke insurance policy that provides the cover your business needs, all for the best possible price.
