Our Services

Key Person Protection

The loss of a key employee may result in greater costs for recruiting and upskilling, a decrease in turnover, and stricter terms for supplies. This loss could also lead to issues generating funding, needing to repay loans and delays in finding a successor.

As a business owner or director, key person protection is important to help safeguard your business. This is an insurance cover that provides funds to help the business to continue operating, should a key person die or become critically ill.

Small businesses, in particular, will benefit from key person protection, as usually there are one or two significant people who the business relies on to succeed. The loss of a key person in a young business could be detrimental to its culture which may not be established enough to withstand the setback without the supportive funds needed to get the new business back on its feet again.

A key person is an employee whose absence would affect profits and those whose experience is important to the future success of your business. The cover provides a lump sum cash pay-out which you may need to help find a suitable replacement.


Let's start with a FREE initial consultation

We’ll begin with a free, no-obligation conversation to understand if our service is right for you. There are no hidden fees or charges, and you’ll only pay if you choose to go ahead with the recommendations in your personalised financial plan.

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We have developed a unique and innovative approach to financial planning over the years, in response to our clients’ needs.

Whether you’re a private client or a company, our team of experienced financial planners take a holistic view of your requirements to develop the right solution.

Get in touch and let’s grab a coffee together.

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