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Protecting Investment management consultants from under £55* per year
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Get a QuoteOur standard cover is:
At Professional Saver, we offer insurance policies to protect investment managers, stock brokers, financial advisers, wealth managers and other professionals operating in the investment sector.
Our policies can protect you against negligence claims if your investment advice, portfolio management or other services lead to client financial loss. We also insure against legal costs, disputes and accidental damage to client property.
With over 35 years of specialising in contractor, freelancer and advisor insurance, we create bespoke packages covering key risks like professional indemnity, public liability and legal expenses. We aim to protect your livelihood fully.
Save on your insurance Customers are always telling us how much they saved by switching
Trusted for over 40 years We’ve been providing insurance to businesses since 1984
Financial Strength Insurance provided by a Standard & Poor’s ‘AA- Stable’ rated insurer
Our Professional Saver Insurance (Covea) has been independently rated 5 Stars by Defaqto – the highest possible rating, awarded to excellent products with a comprehensive range of features and benefits.
Employers Liability Business Contents & Equipment 
Personal Accident Short Term Income Protection Professional Indemnity* * Due to the specialist nature of your profession, we’ll arrange a separate policy for your professional indemnity cover to complement your Professional Saver policy. Please get a quote online for the other covers you need and contact us to discuss your personalised professional indemnity quotation.
Complete our simple quote form with basic details about your business.
Get an instant quote & choose any optional covers you may need.
Instantly activate your Professional Saver policy and view your certificates online.
Investment management insurance covers professionals who provide financial services like securities dealing, investment planning, pension planning, tax wrappers management and wealth optimisation guidance.
It protects against claims due to errors, omissions or negligence in services leading to client loss. For example, flawed investment advice that results in portfolio underperformance.
This insurance covers liability for:
This protection is crucial due to the enormous claims you could face from high-net-worth individuals and institutions expecting exceptional investment returns.
Unlike some professional services, bad investment advice can directly result in money loss. One flawed decision could mean significant financial damage.
Additionally, investments involve handling sensitive client information like wealth data, incomes, portfolio details, etc. Breaching confidentiality can cause serious repercussions.
Our specialist insurance covers legal costs and claims pay-outs related to:
This protection gives you peace of mind and allows you to focus entirely on managing money.
Our core covers protect against:
To get a quick quote, simply complete our online form.
We cover all standard investment services:
Our flexible policies cater to varied business models – independent financial advisors, specialist boutiques, robo services, stock brokers, etc.
With over 35 years of experience protecting financial firms, our service includes:
We focus on clear communication and transparency at all times. Our priority is keeping your business protected.
* Total number of live policies as of 31/10/2025
Our professional indemnity protection covers financial loss claims from clients if investments underperform or they receive inaccurate projections. This protects against the key risks investment managers face through market volatility or human error.
Additionally, public liability covers any injury or property damage you or your employees accidentally cause to third parties.
No, insurance does not cover general underperformance due to market conditions. However, it protects against client claims alleging negligence or failure in duty of care – for example, investing outside agreed parameters or failing to diversify assets.
It covers legal costs and pay-outs but does not replace lost funds directly.
Yes, our specialist policies are designed to provide professional indemnity and other vital covers to:
We cater to all investment operations, from boutique firms to nationwide chains.
From only£55per year From only£55per year From only£55per year 
From only£55per year From only£55per year From only£55per year From only£55per year 
