What we offer
Protean Risk's IFA team combines one of the most extensive choices of IFA insurers available, with specialist sector and product knowledge to offer our clients some of the best terms available in the market. Utilising our extensive IFA insurance experience allows us to gain a clear understanding of your needs and advise upon which IFA insurers and which wordings are most suited to your firm.
As a qualified and specialist Independent Financial Adviser Insurance Practice, we regularly conduct in-house policy wording reviews and benchmarking studies, maintain an up-to-date knowledge of the IFA insurance market and are highly skilled at negotiating and tailoring wordings specific to your particular needs.
As a client you can expect a high quality personal service including:
- Guidance on the risk submission so that you positively position your firm in the insurance market
- Fully informed insurance marketing strategy, outlining key markets to approach and tactics to employ to secure the best results
- Experienced, direct negotiation of terms from specialists involved in the IFA sector every day
- Full policy wording reviews
- Prompt service response at renewal and throughout the policy period
- Continued claims support throughout the policy year
Why Protean Risk?
- Expert IFA Practice
- Accurate premium and cover benchmarking
- One of the widest choices of IFA insurers including Lloyd’s
- Fast and responsive policy and claims service
- Extensive client testimonials
Key related services
What our clients say
When I was having difficulty in renewing my PI Policy I was put in touch with Julian and his team from Protean Risk by a colleague and I cannot speak highly enough of the levels of service that we received from them together with the competitive nature of both their premium and the quote. My PI cover was sorted in a matter of days and it was a very seamless process. I would have no hesitation in recommending them to any other Financial Planners.
As an Independent Financial Advisor business, our PI is very important to us. We moved to Protean because they have the depth of specialist expertise and experience we need but with a very personal service. In our case, we stayed with the same insurer but benefitted from improved terms because Protean took the time to understand our business and to present it more effectively to the Insurer. We are happy to recommend Protean.
The team at Protean Risk were able to give expert advice and demonstrate an in-depth knowledge of the IFA insurance market which allowed us to save money and retain our current insurer. It is very appealing to work with a broker that matches our own profile and has similar values in relation to client service. We would highly recommend them
Protean helped us make a substantial saving on the insurance renewal terms put forward by our existing broker, offering like for like coverage. At the outset the team at Protean took the time to understand our business and ensure it was accurately represented to insurers. Protean’s use of an open-market strategy which is not restricted to a scheme has given us choice and delivered a very good result. We would certainly recommend them.