Share Protection

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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.

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.

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.

Warning Text

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.

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Jan L

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I have recently had a financial planning phone call with Jethro Seaton. I have nothing but praise for his knowledge, patience and wisdom. Very many thanks.

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I have always had great service and…

I have always had great service and response to any questions regarding my investments. Regular communication from my financial advisor.

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I’ve been a customer of Warwick Road…

I’ve been a customer of Warwick Road financial services for about 3-4 years.
Quite simply a joy to deal with.

Matt Beard knows his stuff and organised various pensions, simplified them and i now know exactly what i have and what i need to do going forward.
Jethro Seaton is really the star of the show though (Sorry Matt!). A totally organised , conscientious and professional fella. Always gets the job done. Communication excellent , accurate and prompt. Top guy. Whatever you need , Jethro delivers.
Would , without doubt , recommend this company.

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I have known Matt for over 25 years. Dealing with your personal finances is extremely important and can be complex, therefore for me I need honest, objective, straightforward and clear advice. I find Matt to be a thoroughly genuine, professional and knowledgeable person and he has been a great help to me. I would thoroughly recommend him and his company to anyone.

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Gerald in a word

Gerald in a word my experience is base on Gerald our adviser. he has been clear, helpful and informative
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