Financial Planning

Life Protection

Corporate Protection

Retirement Planning

Pensions On Divorce

Partnership Protection

In a business Partnership, one of the greatest risks is that one of the partners dies and his/her share of the business passing to someone else outside of the partnership. Partnership assurance provides a safety net to ensure that surviving partners have sufficient funds to buy out the interests in the business, or provide suitable compensation to the deceased spouse and or dependents.

Key Person Insurance

Key person insurance, also formerly called key man insurance, is an important form of business insurance. There is no legal definition for ‘key person insurance’. In general, it can be described as an insurance policy taken out by a business to compensate that business for financial losses that would arise from the death or extended incapacity of the person specified in the policy.

Shareholder Protection

In the interests of financial security, business stability, and continuity – particularly for private limited companies where there may only be a small number of principal shareholders – it is essential to provide a safety net following the loss of a shareholder.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Contact Us

8a Warren Heath Road, Ipswich, Suffolk, IP3 8TD

enquiries@cardinalwealth.co.uk

Office: 01473 717939

Mobile: 07958 808846

Cardinal Financial Planning and Wealth Management Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority. Cardinal Financial Planning and Wealth Management Limited. Registered in England and Wales, under company no. 09565939. Registered office address - Unit 4 & 5 Brightwell Barns Waldringfield Road, Brightwell, Ipswich, Suffolk, England, IP10 0BJ. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK