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.

Succession Planning 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

Meet our Succession Planning specialists

Gary O’Brien

Director & Chartered Financial Planner


Pensions Transfers and Trusts

Michael Oglesby

Director & Specialist Later Life Financial Planner


Later-Life Financial Planning

Mark Fisher



Financial Planning

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