Company Seeks Financial Adviser.

Case Study.

When the worse should happen - it's important to have the right insurance protection.

John, Mark & Sairah set up in business 5 years ago and now have a successful and growing distribution company. They are due to receive additional funding and are looking to grow their business further. They are now at a point where they also wish to safeguard their business, future profits and shareholder value.

By calling upon the expertise of a Financial Adviser they were able to review their situation and determine their Business Protection needs and objectives which included:

•  Loan Protection to help repay outstanding business loans if a business owner dies or becomes seriously ill;
•  Key Person Protection to help safeguard a business against the financial effects of a critical illness, a terminal illness, or from the death of one of the businesses key persons;
•  Shareholder Protection Planning to help ensure their shareholding is protected for them and their beneficiaries;
•  'Death in Service' Relevant Life plan insurance for senior employees to enhance remuneration packages thus attracting and retaining talented staff.

To search for a Trusted Xperts Partner Accountant, Financial Adviser or Law Firm in your area, simply visit the Trusted Xperts Partner Search page and zoom in to your area and click the pin of interest, or search for a Partner in the Search Box below and our powerful Search App will assist you.

Alternatively, if you prefer to speak with us in complete confidence, please Call us or use our secure enquiry form below, and Trusted Xperts Limited will get back in touch.

Please note - Trusted Xperts are not authorised to give advice. We will only confirm your details and enquiry purpose and with your consent, pass your Personal Information over to a selected Trusted Xperts Partner. Telephone calls may be recorded.