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Financial planning for your business

Business Protection

People are the key to success. Should you lose a critical team member in the event of illness or death, we can help you protect your business’ financial position.

How we can help with Business Protection

They say that no one is indispensible but losing a key member of your team, either through illness or death, can be a major blow for the financial position and profitability of any business.

Although we can’t protect against life’s uncertainties, we can help you mitigate against them by providing life insurance for your key team members.

As well as protecting the business’ financial position, funds can be made available to bring in extra support and to recruit and train suitable replacements.

You can also speak to us about Succession Planning.

In a nutshell

  • Protect the financial position and profitability of a business should it lose a key member of the team through illness or death
  • Provide funds to bring in extra support and to recruit and train suitable replacements

Clients we’ve helped with Business Protection

Team members specialising in Business Protection

  • MG 7852 copy

    Gary O’Brien

    Managing Director

    Specialisation:

    Chartered Financial Planner

  • MG 7617 copy

    Mark Fisher

    Director

    Specialisation:

    Commercial Financial Planning

  • MG 2

    Nick Blake

    Mortgage Consultant

    Specialisation:

    Commercial Finance Consultant