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Small Businesses

Business owners and directors carry a wide range of responsibilities relating to the performance of the business and welfare of their employees. Some of these responsibilities are apparent on a day-to-day basis, whilst others may relate to less obvious situations that present potential threats to the business.

We can offer you advice on:


Contingency Plans and Staff Welfare

Key Person Insurance and Loan Protection
To provide support if illness or injury strikes a key director or employee to ensure that corporate liabilities are covered against certain risks

Partnership and Shareholder Protection
Protection planning for partners and private company owners planning the smooth transfer of equity when required

Group PHI
Group permanent health insurance provides continuity of income for employees off work due to ill health. This limits the financial burden on the business whilst maintaining the goodwill of those affected.

Private Medical Insurance
This valuable benefit enables employees to gain early access to specialist health care and advice so that they can return to work as soon as possible.

Group Life Cover
Group life cover can provide employees and their families with the security of appropriate levels of life cover with less than normal underwriting scrutiny.

Pension Schemes
We have many years experience of setting up and administering directors and business owners schemes. Business owners or directors may wish to take advantage of purchasing commercial property with their own pension funds and we can give specialist advise in these areas.

To speak to a qualified financial adviser, call 01702 344909

To ensure we carry out your instructions accurately, to help us to continually improve our service

and in the interest of security, we will record and may monitor your communications with us.

Dukes Financial Planning LLP is authorised and regulated by the Financial Conduct Authority

Registered in England and Wales no. oc321474
Registered address: Abacus House, 68a North Street, Romford, Essex, RM1 1DA