Business Protection, Keyman Cover

For those who are Directors or Partners in private sector businesses, there are added responsibilities as well as potential asset values to protect on behalf of families. There is a range of business protection planning solutions we are able to advise on.

Most small to medium sized businesses rely on a small number of key people and many simply would not survive if one or more of those key people died or suffered serious ill health.

In a recent survey conducted by YouGov in association with Scottish Widows 77% of businesses could identify at least one person whose loss through death or illness would seriously impact the profitability or survival of the business, however, only 13% had insurance in place that would protect the business against their loss.

Whatever the size of your business, whether a small local enterprise or a large national corporate, we take time to understand it’s structure, culture and requirements. Our business services include a full business financial plan, or focus on specific needs such as key person protection / keyman cover or a group pension.

Contact us on 01206 321045 or complete our enquiry form for an initial no obligation discussion about how we can support your business needs and give your business protection. We know your time is precious so we’ll keep it brief.

To better understand Business Protection, download our free guide below

(Click the image)

Guide to Business Protection

We are what we repeatedly do. Excellence, therefore, is not an act but a habit

Aristotle

Further information about Protecting Your Family:

We realise we are in extremely competent hands with Fiducia.

Firstly, thank you for all your efforts : it’s been quite a revelation….!! We realise we are in extremely competent hands with Fiducia. And secondly , to wish you are very Happy New year, and we look forward to working with you and Susie over the coming years.

Douglas London

Fiducia Wealth Management have a true gem with Susie as part of their team

My mother used Fiducia Wealth Management for her financial advice and was extremely satisfied with their service. Seeing first-hand what a sound company they were I was happy invest with them, and have to say am more than satisfied in having Susie Laws acting as my Financial Planner. She is extremely diligent in her work, incredibly efficient (I cannot stress that enough) and, well in short, an absolute delight to work with. Having someone who takes time to understand your needs, provide qualified advice which is genuinely in your best interests as well as always being on hand to answer any queries and to go the extra mile(s) to assist you is not that easy to find. Fiducia Wealth Management have a true gem with Susie as part of their team – it is a privilege to be their client.

Jo Purcell

Susie has demonstrated a firm understanding of my requirements and I am only too happy to endorse her service skills.

For the past year, Susie has been actively involved in converting my pension investments, currently held in a SSAS, into a SIPP. Throughout the whole process Susie has demonstrated a firm understanding of my requirements and I am only too happy to endorse her service skills.

John Mellanby Managing Director - Essex

My main concern was to appoint someone who places my needs at the centre of their advice rather than their own financial gain. I am very comfortable that Susie and Fiducia do this

Susie has guided me in terms of my pension and personal investments in a very professional way. My main concern was to appoint someone who places my needs at the centre of their advice rather than their own financial gain. I am very comfortable that Susie and Fiducia do this which has encouraged me to put further faith and business in her hands.

Mr Ashton

My thanks to you and the team for your help

You may recall that our affairs were so fragmented that I had to resort to A3 paper in order to be able to read the print out of my spreadsheet. I am pleased to say that I am now back to using A4 paper, so matters are becoming simpler and clearer. My thanks to you and the team for your help with this (and for saving a few more trees).

Fiducia Client

Fiducia are an unfailing helpful and knowledgeable group of people whose investment analysis and advice has helped grow my pension and savings portfolio over the many years I have been privileged to have them as my financial advisers. Their careful analysis of my risk profile and their choice of funds for me have increased the value of my portfolio despite the global market upheavals of recent and less recent memory. I find their regular market surveys distributed to clients to have an impressive depth of knowledge. I have no hesitation in recommending their services to friends and family and will continue to do so.

Mr Brown Solicitor, Hadleigh in Suffolk

Interested in working with Fiducia?

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