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Financial planning for your business

Succession Planning

Don’t leave the future of your business to chance. With Succession Planning, we can help you protect your business’ financial position should you become ill or die before reaching retirement.

How we can help with Succession Planning

If you’re a business owner you will undoubtedly have worked hard to build and maintain your business. But what would happen if you were to become ill or die before reaching retirement?

Our Succession Planning experts can arrange the appropriate level of cover to make sure that your business’ financial position and profitability is protected should you, or another partner, die or become ill. We can ensure that the funds are available to buy out the departed owner’s share of the business, as well as ensuring the financial position of the business owner and their family.

You can also speak to us about how we can also help you protect your business against the loss of key team members through our Business Protection services.

In a nutshell

  • Protect the financial position and profitability of a business should it lose one of the owners through illness or death
  • Protect the business owner or his/her family should the owner die or become ill before reaching retirement

Clients we’ve helped with Succession Planning

Team members specialising in Succession Planning

  • MG 7852 copy

    Gary O’Brien

    Managing Director


    Chartered Financial Planner

  • MG 7902 copy

    Michael Oglesby

    Director & Later Life Financial Planner


    Later-Life Financial Planning

  • MG 7617 copy

    Mark Fisher



    Financial Planning