Business Services

As a business owner, you need to stay focused on leading your core functions while ensuring you have robust financial plans in place.

Service Icon Business Services

Just like individuals, businesses are unique – each has its own circumstances to consider and ways of operating.

We ofer businesses financial services that include shareholder protection, pension schemes and key person cover.

Shareholder Protection

This business insurance can safeguard your business for the future – making sure that shares remain in the business if a shareholder becomes critically ill or passes away. There are different ways to structure your coverage, so it’s important to talk through the options to find the best protection for your company.

We can help you answer questions like:

  • Is this the best solution for my business?
  • Which insurance provider and product are best for me?
  • Is it worth including critical illness cover?

Business Pension Schemes

If you are a business owner that needs to provide a pension scheme for your employees, we can help, particularly with auto-enrolment.

Some of the key questions we are asked include:

  • Which pension scheme is the best for my business?
  • How do I determine how much the business should contribute?
  • How much does it cost the business to run a pension scheme?
  • What options do I have to customise the plans for my employees?

Key Person Cover

It’s never nice to contemplate worst-case scenarios, but thinking ahead to safeguard your business could be one of the best decisions you make.

We can help you think through questions like:

  • Should I have key person cover?
  • Who should be covered and for how much?
  • What does the cover protect against?

Case study

Paul has advised me for nearly some twenty years and provided much appreciated advice and financial knowledge which has helped me enormously.

Mark Osborne, Managing Director, Tiletec Contracts

Let’s Start the Conversation

Looking at your business, we want to make sure that you have the best plans in place so you can continue to thrive. An unexpected event could derail your success if you aren’t covered. We can advise you on your approach to make sure you have the most appropriate plans in place.

If you would like our expert, impartial advice – give us a call so we can review what would be best for your business protection and pension needs.

We get to know our clients quite well as we discuss their business needs, and many times we also advise them on their personal finances. If you’re interested in learning more about how we can help support investment management, retirement planning, and even mortgages and wills, please let us know and we’d be happy to talk through our services for individuals.

Service Icon Business Services

Expert Business Financial Services

Ready to start that conversation? We are happy to talk with you at your convenience, please get in touch.

We realise that appointing an adviser is an important decision so we offer a free, no-obligation initial meeting.

T: 01932 955 955
E: hello@peppermintfs.com

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