Protecting your business

Your business is one of your most valuable assets; something you’ve likely worked incredibly hard to build and maintain. But people often don’t think about protecting it in the same way they would their home or their car, which can leave it vulnerable to unforeseen events.

With a range of available solutions, we can help business owners effectively safeguard their company in the face of the unexpected. And with that taken care of, you can get back to focusing on what you do best.

How we help

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Key person cover

People are at the heart of every business. Key person cover can help to financially safeguard you in the event of a key individual passing away or being unable to work due to critical illness.

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Shareholder protection

If a shareholder within the business were to die or become seriously ill, this protection will provide you with the funds to purchase their shares back, ensuring they effectively remain within the business.

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Relevant life plans

Relevant life plans are a cost-effective way for you to arrange tailored life cover for your employees, with the added benefit of potential tax savings.

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Business loan protection

This cover will help ensure your business has the funds needed to pay off any commercial loans or mortgages should one of the business owners suffer from a critical illness or die.

The right partnership for your finances

Finding the right financial planning firm for your needs is important. You’ll want to ensure they’re a good fit for a successful, long-term partnership. Find out more about why some of our clients choose us.

Why choose us?

What our clients say

My husband and I were fortunate enough to accumulate a moderate sum of money and were unsure on how to best invest it. Having taken sound advice from Ewan on another financial matter a number of years prior to this, we decided to seek his advice. Following an initial discussion we were confident that Ewan was the right person to guide us.
He took time to patiently listen to our objectives, taking into account our individual priorities and helping us to work out how to best meet our goals. He explained things clearly, ensuring that we fully understood each stage of the process. With the help of Ewan’s expertise we are very happy with our investments, and our regular reviews ensure we that are always fully informed and confident in our decisions.

EJ

I initially contacted Ewan to ensure that my personal funds were being invested in a way that matched my medium to long term requirements. It was important that this was done in the most tax efficient way possible for my wife and myself.
As I subsequently approached retirement age Ewan listened to my ambitions, considered all the options, and clearly set out the various courses of action available to me in order to meet my goals.
This has given me considerable comfort, enhanced by our regular meetings which ensure that the funds continue to be invested in a way that matches my risk appetite.

RH

I have worked with Ewan over many years, exploring the best growth opportunities for my savings and ultimately planning for my future retirement.
I have always felt that my requirements have been listened to, and any communication I have received from Ewan has been clear and easily understood.
Peace of mind is important to me, so I feel reassured knowing that my investments are with an experienced adviser and trusted company, with the benefit of annual face-to-face meetings.

JH

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Get in touch

To find out more about how we could help, leave us a message below.