Insurance Brokers & Independent Financial Advisors (IFAs)


As a provider of professional services, you can find yourself in dispute with your clients and others claiming damages allegedly caused by your services’ failure to meet their expectations or the legal standard of care. Even when these claims have little or no merit, you still have to pay for a defence against the allegations.

While professional indemnity has become a mainstream commercial insurance product, we maintain that insurance brokers and independent financial advisors (IFAs) require specialists in the sector – you need sound guidance to face these unique challenges. We focus expertise within this arena to produce tailored products and results for our clients, who range from sole practitioners to large national networks and firms.


Our services

Our offering to you includes, amongst other things, help and/or advice on:

  • Professional Indemnity
  • Directors' and Officers' insurance
  • Pension trustees



Our clients work in most jurisdictions in the world and it is imperative that their insurance polices allow our clients to be competitive within these markets

Stephen Davey, Partner, Global Professional & Financial Risks

Our team

Our experienced team help you manage and mitigate the risk attached to professional services businesses. We offer our clients a wide range of tailored professional indemnity insurance and risk management services.


Key contacts

Simon Fenn


Broking done differently

We're more than an insurance broker
- we're independent specialist risk consultants

  • Find the right fit
    We will always ensure to understand your financial goals and position and use our know-how to create a strategy that fits your objectives.
  • Predict impacts on your business
    We combine detailed modelling and financial analytics to show you the effect of an insurance programme on your business and the risks you face.
  • Fight for you
    We are not afraid to challenge insurers to achieve the best result for you.
  • Stay up to date
    We keep up with developments in your industry, to make sure we understand your business.
  • Keep costs low
    We help risk financing come up with lowest cost or most suitable programme.
  • Global Expertise
    Lockton, Inc. is the world's largest privately held insurance brokerage firm.