Share Protection

  • Protecting your business is prudent. We can help with shareholder protection, designed to reduce the disruption caused by the loss, or critical illness, of key business shareholders.
  • Generally available for partnerships, sole traders, shareholders it brings peace of mind to business owners.
  • We can also help with business exit planning, so you can maximise your business’ value.  
 
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Marvin Owens, Financial Planner, DipFA has been in the business protection arena for over 20 years. Knowledgeable about all things business protection related, he has worked with dozens of clients to ensure they have peace of mind regarding unforeseeable changes in circumstances. He and his fellow advisers appreciate how the intricacies of policies can be complex, and always proficiently convey key information to clients. 

CONTACT Marvin
Marvin Owens DipFA
Financial Planner

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Share protection through life assurance

Directors' or partners' share agreements may provide for the remaining directors to purchase the shares of other shareholding directors should they die. However, there is a risk that the remaining directors may not have sufficient funds to hand when a fellow director passes away unexpectedly.

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We would welcome the opportunity to discuss your business protection options with you by way of a free initial meeting.

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One solution to this is to take out life cover as a source of funding.

To arrange such cover requires the understanding and agreement of all concerned. It will also require some careful calculations to determine how much cover is required.

As a valued client, you’ll have our continued support. Should your business’ circumstances change, we can help with cover adaptations.

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However, it will be a comfort to all directors or partners of a business to know that their own or a colleague's death will leave the other directors with sufficient support to carry out the terms of their shareholders' agreement.

This type of policy can also include critical illness for protection in the event that a director or partner is forced to leave due to illness.

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For financial services that are independent, individually tailored and incomparable, contact us today. Our knowledgeable and helpful advisers will be happy to help.

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THE PLAN WILL HAVE NO CASH IN VALUE AT ANY TIME AND WILL CEASE AT THE END OF THE TERM. IF PREMIUMS ARE NOT MAINTAINED, THEN COVER WILL LAPSE.

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE ADVICE ON ESTATE PLANNING. 

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How has Philippa Bown helped you?

Phillipa has helped by regular face to face meetings with additional responses to questions. She has guided us through uncertain financial times.  Introduced us to different products to better serve our future. Philippa is an approachable adviser and explains with patience aspects of our financial choices.  We are confident that as we enter a different stage in our lives that her advice will continue to provide a secure base for our future.

Pauline

I have been a client of Park Hall for some years and following some changes in the organisation I have had Andrew as my Advisor for just over 1 year. Andrew undertook a thorough review of my existing portfolio, current financial situation and retirement goals at our first meeting. He provided detailed cashflow forecasting which has provided me with a much better picture given the various scenarios. He also made valuable suggestions regarding costs and charges which will make savings without compromising the investment.

B Taylor

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Tax advice and planning, Buy to Let mortgages and Trusts and not regulated by The Financial Conduct Authority.
Please note that some advice on auto-enrolment schemes is not regulated by the FCA.
The value of your investment can fall as well as rise and is not guaranteed.
This is a lifetime mortgage (home reversion scheme). To understand the features and risks, ask for a personalised illustration.
Your property may be repossessed if you do not keep up repayments on your mortgage. Think carefully before securing other debts against your property. There may be mortgages available on the high street, which Park Hall may not have access to.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
Park Hall Financial Services Limited is authorised and regulated by the Financial Conduct Authority. FCA No. 514480.
Registered Office: 2 Market Place, Mansfield Woodhouse, Mansfield, NG19 8AS.
Park Hall Financial Services Limited is registered in England and Wales, Reg No. 06839868.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.

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