Cavendish Munro - Professional insurance for IFAs and Insurance Brokers

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IFAs and Insurance Brokers

Both IFAs (independent financial advisors) and Insurance Brokers are professional businesses that can vary greatly in terms of size and range of products provided. There are also some operations that offer both insurance broking and financial investment services to their clients, all are regulated by the FSA (Financial Services Authority).

Professional Indemnity Insurance is compulsory and the market has in recent years experienced some difficulty due to major issues around pensions, endowments and poor performing investments such as split capital investment trusts. This has led in many cases to areas of a firms business being excluded from cover under their policy.

Cavendish Munro has access to insurers who can save you money by offering competitive rates with the broadest cover so as not to leave your business exposed to any undue risk.

To proceed, you can:

Download a proposal form (available soon)
Contact one of our team for more information by email or by calling 020 7264 0545

Cavendish Munro is an independent company who cares about its clients, we believe in "Working for the Professions" on a long term basis.

Please do not hesitate to contact us for further information or to arrange a quotation.

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