FINANCIAL SERVICES 

FINANCIAL SERVICES 

FINANCIAL SERVICES 

Our typical clients are in… 

Accountancy 
Insurance Broking and Underwriting (yes, we’re the insurer’s choice…) 
Private Equity 
Financial Advisory 

Typical cover solutions: 

Professional Indemnity 
Cyber 
Management Liability (D&O) 
We also offer a bespoke Commercial Combined service for optimal cover 

Financial Services for Professionals 

FINANCIAL SERVICES FOR PROFESSIONALS 

Professionals in accountancy, insurance, advisory and similar professions face a unique set of challenges, and at Merlin we’ve ample experience in crafting bespoke cover to meet your needs. 
You no doubt offer professional advice and handle sensitive client information – these can lead to unique and sometimes hard-to-predict risks. At the very least, you’ll have a layer of regulatory compliance to consider, and require an appropriate professional indemnity. 
 
If you handle lots of client data, you may want to consider cybersecurity cover against liabilities associated with a breach. And if you deal with intangible assets, these may require a particularly diligent assessment and consideration. We can help with all of these. 

Professional Cover 

In most cases, the degree of professional cover mandated by a sector-wide compliance regime will be the absolute minimum. The advice and services you give can significantly impact your clients' financial wellbeing.  
 
This high level of responsibility increases your professional risk, and we’ll help you identify the right balance of protection and sensible expense for your business strategy – in what is today a rapidly changing market. 
In that changing market, as with all our clients, it’s our job not just to pop up when annual reviews are due. We’ll stay on top of the market, assess new products as they become available (today, cybersecurity is an evolving priority with strong and weak options in the market) and always be on tap to advise. 

HOW WE CAN HELP 

For our financial services, we recognise that protecting your reputation and business - and your clients’ assets - are the priority. We’ll work with you to understand the unique exposures associated with your business and craft a package bespoke to your needs and risk profile. Keeping you covered, compliant and confident. 

Get in touch today to find out how we can help you.