Professional indemnity insurance for UK independent financial advisers

Apex Insurance Brokers places FCA-aware professional indemnity cover for UK IFAs, wealth managers, and financial planners — sole-trader DA firms, network-appointed representatives, and small advisory practices. Every quote is reviewed by a named broker who reads the brief carefully before placing the cover.

What we arrange for IFAs

Standard practice PI on the FCA-required basis. Cover scoped to the actual work — pension advice, DB transfers, retirement income, investment advice. Run-off cover for firms exiting DB transfer work. Six-year run-off cover for advisers retiring or closing the firm.

When to talk to us

Approaching renewal. Switching broker after a hard-market quote — the IFA PI market has been particularly tough. Historical DB transfer work that needs careful presentation to insurers. A claims history that needs context. Closing the firm or retiring — run-off is critical, talk to us before the deadline.

Get a quote — brief a named broker at proposal.apexinsurancebrokers.co.uk or call 0117 325 0027.

Apex Insurance Brokers Limited is authorised and regulated by the Financial Conduct Authority, firm reference 724952. Registered in England and Wales, company number 07014570. Trading from QCS, 53 Queen Charlotte Street, Bristol BS1 4HQ. Registered office c/o Westcas, 5 Anglo Office Park, Bristol BS15 1NT.