About Us

Bespoke cover from a Specialist Provider

  1. Industry Expertise

    We are exclusively dedicated to providing professional indemnity insurance to financial planning and wealth management professionals. With over 30 years’ experience serving the financial services community, we have an intricate understanding of your business and working relationships with some of the industry’s most prominent organisations.

  2. Exceptional Service

    Our dedication to quality service is at the heart of everything we do. But this doesn’t stop at providing dedicated account executives and creating the necessary helplines our clients need. We believe in educating our clients, helping them to understand their policy and making it work in the best interests of their businesses.

  3. Innovative, Bespoke Policies

    We believe that our policies are some of the broadest in the industry. And because we can tailor them to suit your specific needs, you’re unlikely to find comparable cover in the marketplace. By only working with first-rate advisors and A-grade insurers we ensure our quality insurance service and products are never commoditised.

  4. An Independent Provider

    As an independent provider we don’t answer to shareholders. This means we can focus on providing the best possible product for our clients, without having to worry about pleasing third-party investors.

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.

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Renewal Form

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

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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.

Key Contacts

Industry experts with decades of expertise between them. Meet the team behind O3 Insurance Solutions.

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Key Contacts

Affiliations and Accreditations

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

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