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  • Financial Planning

    Aiming to help you make the most appropriate financial moves in life

  • Savings and Investments

    Helping you nurture and grow your money in the most tax efficient way

  • Mortgages

    Advising on the most suitable mortgage for you and your family

  • Protection

    We cannot predict what the future will bring but we can prepare for it

  • Retirement Planning

    Helping you step by step on your journey to retirement

  • Work Place Pensions

    Let's take control and help navigate to the appropriate solution for you and your staff

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Business Protection

Keyperson / Shareholder / Partnership Protection

Businesses may want to protect the key employees within their firm – perhaps the key salesperson, or the IT manager without whom the business will not function properly. Keyperson / shareholder / partnership protection can provide a fixed sum should the individual be unable to work, or even die. The benefit will be designed to cover the firm’s expenses in meeting any emergency costs, recruiting a replacement employee and protecting the future of the business.

If a shareholder were to pass away, the firms remaining shareholders or directors may want to purchase the deceased’s shares from their estate promptly to maintain control of their business. The same scenario also applies to partners in a firm.

Please contact us if you wish to discuss your Business Protection provisions.