‘John Glavey has been our personal IFA for over 30 years. In addition, he acted for 40+ employees of companies of which Mr B was a Director. His advice and actions has made our retirement financially comfortable. Throughout those years his attitude has been relaxed but positive and we always had the feeling that he was maintaining his knowledge of trends and changing investments where appropriate. His up to the minute qualifications corroborate that.’
How would your business cope if certain key people became critically ill or passed away? What would happen if your business partner passed away and their shares were inherited by their family? Would they sell them to you? Could you afford to purchase them? Our experienced team can consult with you to understand the needs of your business and to then recommend appropriate solutions from across the whole market. We often work in collaboration with solicitors on this type of task, particularly when trusts are being used. This joined-up approach ensures your business’s future is protected.
The products recommended will typically be either:
- Business Continuity Cover (Key Person Insurance)
- Business Succession Cover (Shareholder Protection)
Why is Corporate Planning Important?
There are many scenarios that could arise that could place your business under real distress. Corporate planning is the act of creating a long-term strategy to improve your business. A corporate plan is a roadmap laying out everything you need to do to achieve your future goals and reach new levels of success.
Coping if certain key individuals within your business became ill or passed away is vital to the success of your business. These scenarios can be insured against, buying you much needed time and providing the required capital to see you through a difficult period.
What Can KLO Corporate Services Help Me With?
When it comes to your business, there are many decisions you will have to make that can affect the future of you, your company and the employees within your business too. With this in mind, KLO Corporate Services can offer advice and support in a number of areas which include:
- Pension consultancy
- Auto-enrolment compliance
- Group risk consultancy
- Advise to members about getting the most out of their pension
We are always eager and available to meet with you to discuss your financial objectives and assess your current strategies. No question is too big or too small. The first consultation is always free and comes with no obligation. If you’d like to speak to one of our expert financial advisers, get in touch today.
We are independent. We have no ties to any organisation and are remunerated solely by our clients for the services received. This will be clear and transparent at all times. We work with our clients to truly understand their needs and all advice provided will be with our clients’ interests at heart.
We are led by an experienced Chartered Financial Planner and a board of Directors. When it comes to pensions and benefits, we know what we are talking about and ensure it stays that way by having a real commitment to on-going learning and real personal development.
Through working in partnership with our clients, we can share their values and goals. If we can establish this type of trust over time, we will be able to deliver truly tailored, high quality service that is value for money. Crucially for us, if we provide real value we will retain our clients.