Corporate Financial Planning and Protection

What’s Involved?

Growing and running a business requires time, hard work and dedication, and often a little bit of help. We can help you identify and map your objectives to allow you to plan ahead and will help build the right strategies and financial measures to make it all happen, ensuring you are free to focus on driving the business forward.

We can help with making sure you are meeting all of your legal requirements to help keep your business up and running as well as:


  • Staff pensions and other benefits, including Workplace Pensions and Auto Enrolment
  • Business protection plans to help you overcome significant bumps in the road
  • Strategies for Directors’, Partners’, Owners’ pay and pensions
  • Exit strategies and succession management
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Business Protection

An important part of Corporate Financial Planning should be protecting the business that you have worked hard to establish. We have access to a wide range of business protection and insurance products from specialist insurers to suit your business needs, including:

  • Keyman Insurance
  • Co-Shareholder Protection
  • Partnership Protection
Keyman Insurance

Put simply, keyman, or key person, insurance is simply life insurance on a key person in a business whether it’s the owner, founders, directors or even a vital employee; anyone who is crucial to the business.

The purpose of keyman insurance is to help the company survive the blow of losing the person who makes the business work.

Co-Shareholder Protection

The death of a business co-owner may result in the deceased’s widow, widower or other beneficiaries inheriting the shares. Co-Shareholder Cover can help the other business owners buy the deceased’s shareholder’s interest and retain control of the business, while ensuring the deceased’s family receive appropriate financial compensation.

Partnership Protection

If one of your partners dies, their share of the business could pass to someone else who has little interest or knowledge in the business. Similarly, a partner who suffers a serious illness may want to leave the business and be compensated for their exit.

Partnership protection can help with these and several other scenarios by paying out a lump sum if a person covered dies or is diagnosed with a terminal or critical illness, providing the partner or partners with funds to pay off loans or buy out the deceased or exiting partner’s interest in the business.

Mortgages and Insurance

Pensions & Investments

Personal Protection

Need some advice? Call Today

Gomersal Office

Skipton Office