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A flexible advice process to meet the unique needs of your business.

Businesses have financial planning needs and at Financial Affairs Ltd we have a wealth of experience in all aspects of Business Planning & Protection.

For over 40 years we have provided support and assistance to companies in the areas of insurance, protection and pensions. As a consequence of this we know companies inside and out, understanding the unique risks and challenges faced by business owners. From ensuring that profits are drawn in the most tax-efficient way, to ensuring that the interests of the business are protected in the event of death or incapacity of a key member of staff – we can help.

We can guide and advise you in the following areas to find the best solutions to protect your business: -

  • Key Person Protection
  • Shareholder Protection
    - Cross Option Agreements
    - Life & Critical Illness Cover
    - Liaison with Solicitors and Accountants
    - Owner/Shareholder/Director tax planning
    - Exit and Succession Planning

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