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YOU INVEST A LOT OF YOUR TIME IN GROWING AND BUILDING YOUR BUSINESS, BUT WOULD THE BUSINESS SURVIVE WITHOUT YOU?


Your time and effort are invaluable to the company, but have you considered the impact on your business if you were unable to work? There are solutions on how you secure your business's success and the financial future of your family.

Book a no-obligation consultation 

are you a person within your business who is key to driving profits?

Smart ways to protect your business and maximise your income AND ASSETS

Planning to protect your key person can help you deal with unexpected consequences:

Loss of profit
Minimise business interruption
Loan protection
Management buy-out

Protecting the personal income of the key person in your business

You and your family can be financially protected in the event of an unexpected interruption to your income. You can have peace of mind to focus on your recovery without worrying about the financial impact of not being able to work, in case of illness.

The value of an investment with Castell Wealth Management will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than you invested.

Who is the Key Person?

A key person could be anyone who is crucial to the day-to-day running of your company, whose skill, knowledge and experience affects revenue.

Situations when you can make a claim:
Death of the Key Person
Terminal Illness
A specified critial illness
Some roles that can benefit from key person insurance:
Owner/Founder
CEO
Operations manager

Your business can have effective solutions in place to help you ensure it doesn't stop growing and driving profits

The structure of your key person protection should include 3 areas:

Life cover
Income protection
Critical illness cover

The value of an investment with Castell Wealth Management will be directly linked to the performance of the funds selected & the value may fall as well as rise. You may get back less than you invested.

Towards a better world.

We are progressive financial advisers who provide lifelong wealth management strategies for our clients.

Castell Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: Accounts Unlocked, Repton Manor, Repton Avenue, Ashford, Kent, TN23 3GP.

© Castell Wealth Management Limited. 2023.