Financial & Corporate Advisory.

Specialist insurance solutions for the financial and corporate advisory sectors, designed to protect advisory firms, regulated entities and their leadership teams.

 

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Benefits

How Specialist Risk Group supports this sector.

Specialist Risk Group (SRG) brings extensive experience and deep expertise across governance, regulatory exposure, and professional risk within financial and corporate advisory environments. We focus on understanding advisory mandates, client reliance, transaction complexity, and leadership accountability, and structure insurance programs aligned to the realities of advisory practice.

 

Trusted advisors

Experience supporting corporate finance firms, M&A advisors, restructuring specialists, investment consultants and financial advisors.
Global - Legal - 9-1

Consultative approach

We work closely with your firm to understand client mandates, governance structures, professional standards, and risk exposure.
Global - General - 90-4

International reach, local presence

International scale supported by local teams with deep understanding of advisory, governance and regulatory risk.
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Tailored insurance programs

Insurance programs aligned to your organisations structure, service scope and transaction complexity.
SRG - General imagery - UK 20

Specialist Cover

Access to insurers experienced in Professional Indemnity, Management Liability, and complex advisory risk.
UK - Banks and Non-Bank Financial Institutions

Industry challenges.

Financial and corporate advisory firms operate in environments where judgement, accuracy and trust are central to client relationships. Regulatory scrutiny, complex transactions, and heightened stakeholder expectations increase exposure across professional, governance, and reputational risk. Errors, disputes, or compliance failures can escalate quickly, resulting in claims, investigations, and reputational damage.

Key Risks.

UK - Proven claims track record@2x

Advice, judgement, and professional liability exposure

Claims arising from errors, omissions, misstatements, or alleged failures in financial or corporate advice.

Our clients

Who is it for?

We support a range of financial and corporate advisory firms, including:

Corporate finance advisers
UK - Tailored insurance programmes@2x
M&A advisers and boutique investment banks
AUS - Engineering and design consultants
Capital raising and IPO advisers
AUS - IT and digital transformation consultants
Valuation and transaction advisory firms
AUS - Corporate training organisations
Corporate and strategic advisory firms
SG - SMEs with vendor management, procurement, or remote workforce operatio
Financial modelling and advisory specialists
UK - Credit unions and mutuals
Risk, governance and compliance consultants
UK - Relationship-led service and risk advisory
Investment consultants and advisers
AUS - Diagnostic laboratories and pathology services
Infrastructure and private markets advisers
AUS - Recruitment and staffing agencies
Family office and wealth advisory firms
UK - Affluent individuals and families
Accounting and advisory practices
UK - Payment service providers and fintech platforms
Legal-adjacent advisory services
UK - Corporate advisory and financial services firms@2x
Independent advisory boutiques
AUS - Strategy and transformation consultants
Restructuring and turnaround advisers
AUS - PR, creative, brand and marketing agencies
Corporate finance advisers
UK - Tailored insurance programmes@2x
M&A advisers and boutique investment banks
AUS - Engineering and design consultants
Capital raising and IPO advisers
AUS - IT and digital transformation consultants
Valuation and transaction advisory firms
AUS - Corporate training organisations
Corporate and strategic advisory firms
SG - SMEs with vendor management, procurement, or remote workforce operatio
Financial modelling and advisory specialists
UK - Credit unions and mutuals
Risk, governance and compliance consultants
UK - Relationship-led service and risk advisory
Investment consultants and advisers
AUS - Diagnostic laboratories and pathology services
Infrastructure and private markets advisers
AUS - Recruitment and staffing agencies
Family office and wealth advisory firms
UK - Affluent individuals and families
Accounting and advisory practices
UK - Payment service providers and fintech platforms
Legal-adjacent advisory services
UK - Corporate advisory and financial services firms@2x
Independent advisory boutiques
AUS - Strategy and transformation consultants
Restructuring and turnaround advisers
AUS - PR, creative, brand and marketing agencies

Related products and covers.

Our approach is tailored to each organisation we work with. We commonly arrange the following protection for Financial and Corporate Advisory Firms.

UK - Sprinkler and suppression system contractors

Professional Indemnity

Protection against claims arising from errors, omissions, or negligence in financial or corporate advisory services.

 

Frequently Asked Questions.

Most advisory firms require Professional Indemnity (PI), Management Liability (including D&O and Employment Practices Liability), and Cyber insurance, structured to reflect advisory mandates, transaction exposure, and regulatory obligations.

Speak to a specialist.

You can easily contact us by filling out the form. Once you have submitted your enquiry, one of our friendly colleagues will reach out to you.