Our Services

Shareholder Protection

Shareholder Protection allows the remaining business shareholders to stay in control of the organisation following the death of another business owner or shareholder.

Shareholder protection cover exists to safeguard your business against the possibility of unwelcome external interference in the event that a significant shareholder dies, becomes seriously or terminally ill.

In the event of a business owner dying or being diagnosed with a critical illness, share protection can provide a lump sum to the remaining business owners. This could be used to help purchase the deceased shareholder’s interest in the business.

If a business owner dies with no share protection in place, their share in the business may be passed on to the family. It is worth having a Shareholder Protection Policy in place to help ensure shares are retained.

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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