Other Financial Related Needs

There’s other financial pieces in the puzzle, such as your fire and general insurances, mortgage, financial planning, legal and accounting needs etc, which we don’t specialise in. However, we have extensive networks in these fields, and can work with your existing professionals to make sure all your financial needs are in alignment.

For example, if you’ve taken out a life insurance policy, your Will should reflect who you would like these funds to be paid to in the event of your death.

With business insurance policies, it’s extremely important your legal documentation such as buy/sell agreements / shareholder agreements reflect the insurances you have in place to ensure it works as intended at claim time.

Kevin also offers bespoke business advisory services which can be discussed on a case by case basis.