Business Protection

Keyperson/Shareholder/Partnership Protection

A business may want to protect the key employees within their firm – perhaps the key salesperson, or the IT manager, without whom the business would not function properly. Keyperson / shareholder / partnership protection can provide a fixed sum should the individual be unable to work, or even die. The benefit will be designed to cover the firm’s expenses in meeting any emergency costs, recruiting a replacement employee and protecting the future of the business.

If a shareholder were to pass away, the firms remaining shareholders or directors may want to purchase the deceased’s shares from their estate promptly to maintain control of their business. The same scenario also applies to partners in a firm.

FREE Financial Health Check

Whether you’re looking for peace of mind or to find out something specific, our Financial Health Check could do the job.

We’ll consider all areas of your finances – be it mortgages, protection, pensions or investments – to help you make the best decisions to support your future goals.

FREE Independent Financial Review by an IFA

Fill in our contact form, call us for a friendly chat on 0161 762 0108 or email: alice@kingswoodwealth.co.uk

Can be conducted via phone or your preferred video platform!