While the insurance market has never been more challenging for independent financial advisors and insurance brokers, Lockton’s specialist PI practice has the expertise and reputation required to secure uncompromised, cost-effective professional indemnity insurance for our clients.

PRODUCTS AND SERVICES

Insurance Brokers and Independent Financial Advisors

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Targeted professional indemnity programmes, built around you

While the insurance market has never been more challenging for independent financial advisors and insurance brokers, Lockton’s specialist PI practice has the expertise and reputation required to secure uncompromised, cost-effective professional indemnity insurance for our clients.

Harnessing an in-depth understanding of the unique challenges faced by individuals and firms in this sector, our highly experienced brokers and technicians will help you face these head on. Leveraging market intelligence, global expertise and key insurer relationships, we’re uniquely placed to negotiate the best possible deal for our clients.

Our professional indemnity policy wording for insurance brokers is endorsed by the British Insurance Brokers Association (BIBA), ensuring that you will be receiving the highest standard of policy. As a Lloyd’s broker, we can also reach out to the wider market to provide cover for speciality risks as needed.

What we bring to your business

  • Watertight insurance and risk solutions, tailored to your needs and to the size of your business, including value-added solutions in unusual cases or exceptional circumstances

  • Dedicated account executives who concentrate solely on insurance brokers and independent financial advisors

  • Support from our in-house team of claims advocates who will help to guide you through the claims process. We have the experience and expertise to assist your business through any claim, no matter how complex

  • Wealth of experience – our dedicated claims team has a wealth of experience in dealing with exactly the type of claims you may face

  • Offices throughout the UK, enabling us to provide bespoke, face-to-face advice to you, wherever you are in the world

Our Services

  • Cyber and data liability insurance

  • Management liability insurance (directors’ and officers’ liability insurance)

  • Employers’ liability insurance

  • Public liability insurance

  • Office insurance

  • Crime Insurance

  • Claims consultancy

  • Risk management consultancy

Our team

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Ian Saxelby

Head of Accountants
ian.saxelby@lockton.com
+44 11 7906 5033

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Paul Afteni

Head of Regulatory Professional Indemnity, Senior Vice President
Paul.Afteni@lockton.com
+44 20 7933 1498

News and Insights

Food and beverage producers face various risks – such as equipment failure and cyber disruption. However, it is becoming increasingly important business leaders build in mitigation against the specific threats that could result in a product recall or withdrawal event.  Top 5 risks facing food and beverage manufacturers in 2026

Scaling up? Why product recall insurance should be your first operational investment

Businesses with ambitious growth aspirations will typically need to ‘scale up’ to meet lofty targets. However, while it can be exciting as your business looks to scale operations and enter a period of growth, this phase isn’t without risk.Businesses with ambitious growth aspirations will typically need to ‘scale up’ to meet lofty targets. However, while it can be exciting as your business looks to scale operations and enter a period of growth, this phase isn’t without risk.

Lockton Accelerates Transaction Liability Growth with Strategic EMEA Appointments

Lockton strengthens its global Transaction Liability platform with new EMEA leadership, expanding integrated M&A risk, tax, and advisory capabilities for clients. Lockton strengthens its global Transaction Liability platform with new EMEA leadership, expanding integrated M&A risk, tax, and advisory capabilities for clients.

Private Clients Insurance: Market Update March 2026

The Private Client market has experienced significant increases in recent years, driven by indexation/inflation and insurer’s rate increases. And while these increases are softening, insurers remain very selective on the risks they underwrite. The Private Client market has experienced significant increases in recent years, driven by indexation/inflation and insurer’s rate increases. And while these increases are softening, insurers remain very selective on the risks they underwrite.
See all news and insights

We're here to help

We bring creative thinking and an entrepreneurial spirit to the insurance business and are uniquely positioned to help you succeed.

Talk to our team