Making sure your business is fully protected 

We understand that business owners have a million and one things on their mind at all hours of the day, and often, can’t find the time to manage their financial affairs as they're so busy with the day to day running of the business.

Our process allows us to quickly understand, and deal with, any issues you might have, to alleviate financial stress, grow your wealth and protect your business, its employees and customers.

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Relevant Life Insurance

A Relevant Life Policy is a tax-efficient way of providing death-in-service benefits on an individual basis. As an employer you can put relevant life insurance in place for staff and use it to form part of their benefit package which is often seen as a “perk”. Many employers see great benefit in the valuable peace of mind that a relevant life policy can give their staff, knowing should the worst happen,   they’ve got cover in place.

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Key Person Influence

Help safeguard your business against the financial effects of the loss of a key person and assure continuity of the business. The insurance provides a monthly benefit to help cover the income generated by a key person and can be used to cover business expenses, including fixed costs, staff salaries, recruitment and training. It's a vital solution that will help keep your business working at full speed, even when your key people are unable to do so.

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Shareholder Protection

Shareholder Protection Insurance is a contract between all the shareholders of your business, which sets out exactly what will happen if one of you is no longer able to participate in running it. You can insure against the death of a shareholder, or against serious illness or injury. The agreement allows the remaining shareholders to buy their shares in the business at an agreed price, using a lump sum payout from your insurance.