Protecting your business

Stephen Cameron for Lovewell Blake Financial Planning

Impartial advice based on the needs of you and your business

Stephen Cameron for Lovewell Blake Financial Planning

When it comes to business protection, there are a range of options available to help you protect your company’s future. 

Our independent financial advisers will get to know you and your company to understand what makes it unique and offer impartial advice tailored to your aims and objectives.

So that we can provide a solution that is bespoke to you, we'll work with you to build an understanding of the following areas:

  • The size and structure of your company

  • Any assets or liabilities

  • Turnover and profitability

  • Partners, directors and other key personnel

There are a number of protection options available and some of the areas we can help you with include:

Shareholder protection

To help protect your business if a partner or shareholder dies, a shareholder protection policy provides finance to buy back the shares from the beneficiaries of the deceased shareholder. This lets you protect the interests of the business, as well as providing the beneficiaries with a more flexible cash alternative to shares that they may not wish to keep, or know what to do with.

Keyperson cover

The death of key personnel in your business could have a detrimental impact on its ability to continue trading as normally as possible. This could be a director, partner, or an employee with specialist expertise for example.

Keyperson cover is life insurance designed to provide a cash lump sum to the business should this occur. This can help protect against risks such as the loss of profits directly attributable to that person, or cover the costs of recruiting and training a replacement.

Business Loan Protection

For many businesses, the owners are likely to be guarantors for any loans, mortgages or overdrafts that have been arranged.

Business Loan Protection can provide a cash injection to the business in the event of death or diagnosis of a terminal illness (and potentially Critical Illness) of a guarantor that could result in the borrowing being called in by the lender. This type of cover can provide the security of knowing that the borrowing can be repaid without disrupting cashflow during what would undoubtedly be a stressful time.

Lovewell Blake Financial Planning Limited is a firm of independent financial advisers authorised and regulated by the Financial Conduct Authority.

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