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Accountants

Our terms of business are competitive and we can discuss your individual partner requirements.

PGI Information for Accountancy Partners

As an accountant, you will undertake a wide range of professional services for your clients including preparing forecasts, management information and year end accounts.

You may also be involved in advisory services providing support for growth and access to finance.

Your fiduciary duties may extend to making your clients aware of the liabilities they have committed to when signing personal guarantees and how they can mitigate such liabilities, one solution being with insurance. We provide personal guarantee insurance on finance for accountants.

Benefits:

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Provide your clients with an innovative solution when signing a personal guarantee; a solution your clients may not know exists

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Commissions available

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Have access to your own dedicated account manager

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Flexibility to work with you directly, or work with your client and keep you informed

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Personal Guarantee Insurance for Accountants FAQs

How can accountants use personal guarantee insurance to support their clients?

Personal Guarantee Insurance (PGI) offers accountants a valuable way to enhance their client services by addressing the financial risks associated with personal guarantees. 

Under their fiduciary duties, accountants are responsible for advising clients on financial risks and liabilities. When a client signs a personal guarantee, they put their personal assets at risk, and PGI can help reduce that risk by covering a portion of the personal guarantee amount in case of a loan default.

By introducing PGI, accountants can offer clients an innovative way to safeguard their personal finances, making them aware of options they may not have considered. As an introducer of PGI, you can strengthen your advisory role by providing clients with this financial safety net.



Can I offer PGI directly to my clients?

Yes, you have the flexibility to offer PGI directly to your clients. 

As an accountant, advisor or financial consultant, you can work with Purbeck to introduce PGI as part of your service offering. One of Purbeck’s expert advisors will be able to work with your clients, understand their requirements and protect their position whilst keeping you informed at every step.

Happy clients who use Purbeck