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Corporate Protection & Planning

Most small to medium sized businesses rely on a handful of key decision makers to maintain and grow profits – their knowledge about the company and the industry it operates in can easily be under-estimated, especially as their dedication and drive becomes ingrained over the years.

The value of these people should not be underestimated. We believe that planning for eventualities like these can save a lot of time, trouble and effort in the future.

Our Services

Main types of business protection:
  • Shareholder protection – Stay in control of your company in the event of a shareholder falling critically ill or passing away.
  • Key person protection – Insure your company against the financial loss it would suffer if a key person in your business dies or is diagnosed with a specified critical illness.
  • Business loan protection – Designed to cover your loan repayments if an unfortunate event happens during the time when you are still liable to pay back the lender for a subscribed loan.
  • Management buyout/buy in

*The financial conduct authority does not regulate some forms of commercial finance and employee benefits.

Clayton Holmes Naisbitt have always put our interests first by giving both of us sound, clear advice with no obligation to buy into services they recommend. All our questions are answered with clarity which is important in the financial world where attention to detail is vital. We would not hesitate to recommend them to anyone looking for sound financial advice.

Stasha & Peter

Lee has always put my interest first by giving sound and trustworthy advice. The service and support has always been exceptional and I would not hesitate in recommending him to anyone.

Nick Fozzard

Just want to say how grateful we are (to Daniel Lees) for the help and advice you’ve given us over the past few months and for helping us to get our mortgage application through and approved; it’s been a massive help to us as first-time buyers to have been able to rely on your knowledge and expertise and have been really pleased with the service we’ve received.

Michael & Sophie

FOR A FREE INITIAL CONSULTATION CALL US ON 0113 387 8240

WE’LL CALL YOU BACK

Our lives are busier than ever, that’s why one of our team will call you back to see how we can help. Just fill in the contact form and we’ll do the rest!

Monday-Friday 8:30am – 5:30pm.
Excludes Weekends and Bank Holidays.