Business
protection
Without adequate protection, a company can spiral into severe financial problems or even insolvency if a key shareholder, director, partner or employee dies or has to leave due to health reasons.
Business protection insurance offers a tax-free lump sum payout to handle such loss. In short, protection insurance provides liquidity and stability at the most crucial times. It ensures business continuity despite loss of shareholding directors, indispensable partners or key employees.
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Partnership / Shareholder Protection:
Provide requisite funds to purchase shares on death, protecting both the business and beneficiaries. -
Key Person Protection:
Cover for irreplaceable individuals. -
Private Medical Insurance:
Health cover for employees. -
Relevant Life:
Tax efficient death in service cover for company directors.
Our services
Pensions
We will work with you closely, with the sole aim of helping you keep more of your money.
Estate planning
Prevent disputes and burdens, ensuring that liability to tax does not arise unnecessarily.
Business protection
Business protection to help you stay resilient even in the face of unforeseen challenges.
We have been using Paul at Character Financial Services for many years to look after our pensions and investments. He is extremely knowledgeable and nothing is too much trouble. He is always very generous with his time and advice and we always appreciate the personal touch we get from him.