Safeguarding your company’s future

As a business owner, you have invested your time, energy, and resources into building a thriving enterprise. However, amidst the excitement of growth and success, it’s crucial to consider the unforeseen challenges that could jeopardise the stability and continuity of your business. That’s where business protection strategies come into play, providing a safety net to shield your company from potential risks and ensure its long-term viability.

At Menzies Wealth Management, we specialise in tailoring comprehensive business protection solutions designed to mitigate risks and safeguard your company’s future. Two essential components of our business protection offerings are Shareholder Protection and Key Person Insurance.

Shareholder Protection: Preserving business continuity


Shareholder Protection is a vital component of any business’s contingency planning. It provides a financial safety net to protect the interests of the business owners in the event of the death or critical illness of a fellow shareholder. Without proper protection in place, the sudden loss of a key shareholder could disrupt the company’s operations, jeopardise its financial stability, and even lead to disputes over ownership and control.


Our Shareholder Protection solutions offer peace of mind by ensuring that in the event of a shareholder’s death or critical illness, the remaining shareholders have the means to purchase their share of the business. This ensures continuity of ownership, minimises financial strain on the business, and provides a clear roadmap for succession, preserving the company’s stability and long-term success.

Key Person Insurance: Protecting Your Most Valuable Assets

In any business, certain individuals play a pivotal role in driving growth, generating revenue, and fostering innovation. Key Person Insurance (sometimes known as Keyman) is designed to protect your company against the financial impact of losing a key employee due to death or disability. The loss of a key person can have far-reaching consequences, including decreased productivity, loss of clients, and disruption to critical projects.

Our Key Person Insurance solutions provide financial protection to mitigate the impact of such losses, ensuring that your business can weather the storm and continue to thrive in the face of adversity. By providing liquidity to cover expenses such as recruitment costs, training expenses, and revenue loss, Key Person Insurance offers invaluable support during challenging times, allowing your business to maintain its competitive edge and pursue its strategic objectives without interruption.

How can we help?

We understand that every business is unique, and there is no one-size-fits-all solution when it comes to business protection. That’s why we take a personalised approach, working closely with you to assess your company’s needs, identify potential risks, and tailor a comprehensive protection strategy that aligns with your goals and objectives.

Don’t leave the future of your business to chance. Contact us today to learn more about our Business Protection solutions and take the first step towards securing a brighter tomorrow for your company.

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MWM Employee Benefits is an authorised representative of Menzies Wealth Management who is regulated and authorised by the Financial Conduct Authority (FRN 486548).

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