Podcast #138: Rethinking PII with Lee Robertson on BareRock’s mission to reward quality advice

Professional Indemnity Insurance (PII) might not be the most glamorous of topics but it’s a crucial one for every financial advice firm. In this episode of  IFA Talk, we’re taking a fresh look at it with someone who knows the advice profession inside out. 

Our guest is Lee Robertson, now Non-Executive Director and Head of Strategic Partnerships at BareRock, the digital-first PII provider that’s shaking things up. 

Many in the profession will know Lee as a long-time champion of quality financial planning advice. Now, in his new role at BareRock, he’s working to forge strategic partnerships, lead community-building efforts, and help create a PII proposition that puts adviser needs first. 

In this episode, Matt and Sue chat to Lee about how BareRock is making waves in the PII space, what they’re doing differently, and how they aim to create a better deal for well-run advice firms. From digital onboarding to building a community of like-minded professionals, BareRock’s approach is certainly different, all about transparency, tech, and rewarding quality. 

Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon! 

Lee Robertson 

Lee has over thirty years high profile experience in financial services. He founded multi-award winning Investment Quorum, a boutique wealth advisory business in London, which he successfully exited upon an MBO. 

He also co-founded Octo Members Group, a community showcasing great practice, practitioners and thought-leadership, growing it to over four thousand cross-sector members before exiting shortly after its sale. 

Well known for his extensive network and incredible passion for raising standards he is a regular contributor, speaker, panel host and judge on topics that matter to advisers and those who support them serve their clients. 

Disclaimer

IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.

Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.