Business protection

Running a company is akin to tending a beehive – while there’s sweetness in success, there’s also the sting of uncertainty lurking around the corner.

As a business owner, is important to prepare for the unexpected – you never know what is around the corner.

Business protection insurance works as a safety net, giving you peace of mind that your company can survive should something go wrong.

We first met Tony in 2008 when we were searching for some sound financial advice. Our daughter, a business entrepreneur, now engages Tony with her financial affairs as a result of his commitment to his clients, therefore confirming a second generation of clients trusting in the integrity of Tony.

David Buckley
Cheshire
August 2024

Shareholder and partnership protection

While growing a business can be challenging, it is also rewarding and fulfilling.

With shareholder and partnership protection in place, you can rest assured that the organisation remains in the capable hands of other owners in the unfortunate event of a business owner’s death or illness.

Effective planning ensures shares aren’t sold to external parties, instead paying a lump sum to the remaining owners so they can buy the individual’s shares and maintain control of the business.

Key person cover

Whether a growing micro-business or a large multinational corporation, employees are the lifeblood of an organisation and losing a core member of staff can make a company vulnerable.

Key person insurance safeguards a business against the detrimental effects of long-term absence or death, helping to keep it financially stable by covering recruitment costs or profit losses.

Business loan protection

Whether securing funds to expand operations, invest in new equipment, or cover ongoing expenses, many businesses depend on loans to achieve their objectives.

Business loan insurance ensures that in the event of the death or serious illness of a key individual, the loan obligations can be met without putting the business at risk.

A.K.M Financial Wealth Ltd AZETS, Venture Park Road, Tamworth Staffordshire B78 3HLI. anthony.mason@akmfinancialwealth.co.uk 0127 044 0337

A.K.M Financial Wealth Limited is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 843234.

Registered office: A.K.M Financial Wealth Ltd, AZETS, Venture Park Road, Tamworth Staffordshire B78 3HLI. Registered in England Number: 8620812.

The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html

The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

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