Protection
No one likes to talk about it. But we really should. What happens to your family if you became ill, were unable to work or died unexpectedly? What would happen to your business?
There are a wide range of insurance products designed to provide protection. The most common policies include life assurance, critical illness and income protection.
There are others that are more specific to business owners. Keyman insurance, protects your business from the death or illness of a key employee. In the event of the death of a shareholder or business partner, protection is available that allows the surviving shareholders/partners to purchase the deceased’s interest in the business.
These arrangements are often complex. Our experts can help you assess the level of protection required and recommend solutions, within the appropriate tax and trust structures.
- Protect your firm from the death or critical illness of a key member of staff or a shareholderÂ
- Look after your financial dependents should something happens to you, your partner or spouse
BW Financial Services Ltd (BWFS) is a joint venture between Bates Weston & Boolers. Bates Weston specialises in taking care of business owners and Boolers is one of the UK’s largest leading independent firms of Chartered Financial Planners. BW Financial Services Ltd, firm number 189042, is an appointed representative of David Booler & Company, which is authorised and regulated by the Financial Conduct Authority.
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No question is too big or small. Our dedicated team is here to provide straightforward, personalised advice and solutions for your business. Reach out today to see how we can support you.
More ways we can help
Our experts can assist with payroll, tax, succession planning, and more. Whatever your business needs, we’re ready to provide practical, personalised solutions that make a real difference.
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From bookkeeping to tax compliance, we handle your daily financial needs with precision and care.
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We streamline your bookkeeping, ensuring accurate, up-to-date records, allowing you to focus on running your business without getting bogged down in financial details.
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Our fully compliant payroll services handle everything, from calculations to submissions, ensuring timely and accurate payroll processing, so your team gets paid smoothly and on time.
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We provide clear, insightful management accounts, helping you make informed decisions, track performance, and plan for future growth with real-time financial data.
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We go beyond the basics, offering strategic guidance to drive your business forward, ensuring long-term success.Â
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