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  • PI insurance for Financial Planners,
    Advisers & Wealth Managers

    Our bespoke PI insurance solutions are dedicated to wealth management and financial planning professionals – giving you tailored cover that protects your business’s entire world.

  • Newly registered IFAs We'll beat your policy quote

    If you use us to provide a new business quote on your application form, we promise to beat any policy quote you receive once registered.

  • Specialist insurance solutions Exclusively for our clients

    As an O3 Insurance Solutions Client, you gain access to a range of exclusive insurance products for your business.

  • "An ex-regulators guide to Risk Profiling Tools” At a discount of 20% off the advertised price.

    Simply use the code “o3" when purchasing the guide at www.adviser-store.com

Protect your Professional World

Focus on your business – because we’ve got your professional world covered. Dedicated exclusively to financial planning and wealth management firms, we take an innovative approach to professional indemnity insurance.

As an independent broker, we don’t put exceptional service at a premium – we answer to our clients, not shareholders, and make ourselves available whenever they need us. Every client benefits from a dedicated account executive, expert advice from professional indemnity specialists and the assurance of a first-class PII programme.

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Protect your business

To start protecting your professional world, please select and complete the appropriate proposal form.

New client

Register to upload your current proposal form, upload a previous proposal form or get in touch to get your business covered.

Register

Renewal Form

Wish to renew your existing policy? Please complete a renewal form online or speak to your account executive.

Sign In

Uncompromising Cover

As a specialist provider of professional indemnity insurance for financial advisors, planners and wealth management professionals, we are able to offer a comprehensive, exceptional and uncompromising service.

  • Getting Authorised?

    If you are going through the FCA application process - we can help, contact us today.

  • Over 20 years' unbroken support

    In the two decades Jamie Newell has been serving the needs of financial advisors, we have had continued support from leading insurers.

  • Broad Policy Coverage

    We believe our bespoke policies are some of the broadest in the industry – giving you and your business all the protection you need.

  • Dedicated Account Executive

    Every client we cover has a dedicated account executive who is on hand to answer any questions or queries you may have.

  • Financial Advisory Specialists

    Our entire business is dedicated to PII for financial planning and wealth management businesses, and we are a recognised provider to CISI-accredited firms.

  • Premium Finance Facility

    Our clients are able to spread the cost of their premium over a number of months at competitive rates.

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  • Professional Indemnity Insurance is a key requirement for Chadney Bulgin. The guys at O3 Insurance Solutions were excellent in securing cover, in particular their communication during negotiations was critical in achieving comprehensive cover, whilst keeping excesses to a minimum.

    David Thomas, Managing Partner, Chadney Bulgin

  • It is extremely refreshing to meet a PI Insurance Broker that not only understands your sector intimately, but also understands the important stages between assessing risk and the steps a business takes to mitigate these. After meeting Jamie and his team they were able to accurately articulate this to the insurers and underwriters and develop a first-class PI programme for us.

    Warren Page, CEO, Wren Sterling

Affiliations and Accreditations

O3 currently work in partnership with a number of industry leading organisations

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