Finance and Investment

As we become richer, the management of our personal finances becomes ever more detailed.  Hand in hand with this greater complexity comes a  demand for sophisticated and rigorous financial advice and management.  We demand the best from our financial managers; they in turn expect the best from their insurance advisers. 

Accountants

Our accountancy team is acknowledged as the most experienced in the London market, making this one of Windsor’s largest business sectors.  Clients range from successful sole practitioners to more than 30 “Top 100” firms. 

Banks

The rising complexity of the banking industry, together with increasing sophistication of investors, has led to stringent requirements for certainty and protection.  Increasing media attention and an evolving legal and regulatory framework will only add to the pressure upon banks. 

Independent financial advisers

For several years IFAs have struggled to obtain comprehensive insurance.  Falls in the equity markets and regulatory actions such as past business reviews and stringent rules laid down by the Financial Services Authority have conspired to keep prices on the up and capacity in decline.  Many insurers have been reluctant to offer cover on terms deemed acceptable to the FSA, putting firms in an impossible – and uninsurable - position.  In spite of these challenges, Windsor has remained committed to providing a comprehensive service to IFAs. 
 
Investment funds

Private equity funds, alternative investment vehicles and pension funds can take many forms, but share common risk exposures.  Fund structures are complex, and the range of risks faced by fund managers equally so. 

We are specialists in:

  • Professional indemnity
  • Directors & officers liability
  • Business continuity
  • Errors and omissions
  • Specialist covers for the banking sector

“Our clients expect and receive service of the highest quality,
together with products that offer the best value for money.”