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Keep your financial services business safe with AXA’s tailorable business insurance. Built specifically for mortgage advisers, tax consultants, IFAs, legal services, and investment consultants.
As a financial services adviser, you help other people balance their books and manage their money. You’re a skilled specialist, so while specialist professional indemnity protection covers advisory risks, AXA protects you against risks related to where you work, client interactions, and any staff who work for you.
Covers you in case of injury or accidental property damage caused by engaging with a third party — whether it’s at your office or while visiting a client at their premises.
Protection in case of accidental damage or theft to laptops, tablets, and mobile phones that help you run your daily operations and meet clients.
Legally required if you employ staff. Protects anyone working for you if they fall ill or are injured as a result of the work they carry out for your business.
Tailor your protection to match your firm’s exact working pattern
Offers up to £5 Million in cover against accidental third-party damage or injury. Essential if clients visit your premises, or if you regularly travel to meet clients in their offices or homes.
Standard £10 Million legal cover protecting your partners, employees, apprentices, or administrative team members.
Insure essential electronics, laptops, portable presentation screens, and mobile phones away from the office.
Comprehensive cover for your workspace, whether you operate from a dedicated commercial office, a shared co-working hub, a study, or a dedicated home office.
Free 24/7 expert legal guidance and tax assistance provided by Arc Legal Assistance Ltd (FCA regulated).
Applied automatically at checkout and stays active for the lifetime of your policy.
With both public liability and employers’ liability insurance, you’ll also receive compensation paid to you if a director, partner, principal or employee is required to attend court in relation to a covered insurance claim.
Choose only the covers you need, whether you are a sole-trader IFA, mortgage consultant, or leading an independent consultancy firm.
Get an Instant Online QuoteAXA’s business insurance caters to a wide spectrum of UK financial professionals.
Protect your office, portable IT hardware, and meet clients with public liability cover for meetings on-site or off-site.
Tailored business insurance covering client consultation rooms, confidential equipment, and legal protection.
Comprehensive public liability, legal expenses access, and equipment coverage for mobile and office-based financial consultants.
Common questions about financial services business insurance.
Rated 4.8/5 on Feefo for business insurance service.
"Getting public liability and office contents sorted online was quick and clear. The 10% online discount was applied seamlessly."
"As a tax consultant with two assistants, having employers’ liability and equipment cover bundled with a 24/7 legal helpline gives immense peace of mind."
"Simple policy management, prompt support, and competitive rates for professional practice coverage. Highly recommended."
*This discount is applied automatically and lasts for the lifetime of your policy.
**The guidance is provided on behalf of AXA by Arc Legal Assistance Ltd who are authorised and regulated by the FCA.