in partnership with
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.
are you a person within your business who is key to driving profits?
Planning to protect your key person can help you deal with unexpected consequences:
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.
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.
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.
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.