Meet our Industry Experts
With decades of experience providing insurance solutions to financial advice and wealth management professionals between them, our team use their expertise to help you find the best policy for your business.
With decades of experience providing insurance solutions to financial advice and wealth management professionals between them, our team use their expertise to help you find the best policy for your business.
A leading figure in the Professional Indemnity Insurance market for
over 20 years and Managing Director of O3.
Having founded and run his own Lloyd’s firm for over two decades, Jamie has received industry-wide recognition and developed a substantial network of connections and partnerships. This includes speaking regularly at IFP and UBS conferences and keeping an ongoing dialogue with the FCA to improve their understanding of IFAs and push for reform in the financial advisory marketplace. On top of this, Jamie has been providing PI solutions for clients of threesixty services since 2003.
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
O3 currently work in partnership with a number of industry leading organisations
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