Isamor Financial Planning Services Ltd

Directors, Sole Traders & Shareholders

As a business owner or shareholder, you've worked hard to build your wealth and secure your financial future. But managing your wealth can be complex and time-consuming, especially if you're also running a business. That's where wealth management services come in.

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Our wealth management services are designed to help business owners and shareholders like you simplify and optimise your financial affairs. We offer a range of services, including investment advice, profit extraction & tax planning, all designed to help you make the most of your wealth and achieve your financial goals. We will work closely with you to understand your business, your goals, and your risk profile, to develop a customised wealth management plan that's designed to help you achieve your financial objectives.

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If you're a business owner or shareholder looking for guidance on how to manage your wealth, don't hesitate to reach out. We'd be happy to answer any questions you may have and help you get started on the path to financial success.

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Group Protection

As a business owner, you have a lot on your plate. You're responsible for managing your company, keeping your employees happy, and making sure that your business stays profitable. But have you thought about what would happen if something were to happen to one of your key employees?

 

Group protection insurance is designed to provide financial support to businesses in the event that one of their employees suffers a serious illness or injury. It's a cost-effective way to protect your business and your employees, and it can make all the difference in a time of crisis.

 

Our group protection services offer a range of coverage options, including income protection, life insurance, and critical illness insurance. We work with you to understand your business and your employees' needs, and we help you choose the coverage that's right for you.

 

If you're interested in learning more about how group protection insurance can benefit your business, don't hesitate to reach out. We'd be happy to answer any questions you may have and help you get the coverage you need. Protecting your business and your employees is our top priority.

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Shareholder & Key Person & Business Protection

As a business owner, you know how important it is to have a solid plan in place for the future. But what would happen if something unexpected were to happen to you or one of your shareholders?

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Shareholder and business protection insurance is designed to provide financial support to businesses in the event that a key shareholder or owner suffers a serious illness or injury, or passes away. It's a cost-effective way to protect your business and your loved ones, and it can make all the difference in a time of crisis.

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Our shareholder and business protection services offer a range of coverage options, including buy-sell agreements, key person insurance, and business loan protection. We work with you to understand your business and your needs, and we help you choose the coverage that's right for you.

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If you're interested in learning more about how shareholder and business protection insurance can benefit your business, don't hesitate to reach out. We'd be happy to answer any questions you may have and help you get the coverage you need. Protecting your business and your loved ones is our top priority.

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Group Pensions

Business owners now the importance of offering competitive benefits to employees. But with so many options available, it can be tough to know where to start. That's where group pension services come in.

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A group pension plan is a cost-effective way to provide retirement benefits to your employees. It allows them to save for their future while also receiving valuable tax breaks. And as an employer, you have the opportunity to make contributions on behalf of your employees, which can be a valuable recruitment and retention tool.

 

Our group pension services offer a range of options, including defined contribution plans and auto enrolment. We work with you to understand your business and your employees' needs, and we help you choose the plan that's right for you.

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If you're interested in learning more about how group pension services can benefit your business, don't hesitate to reach out. We'd be happy to answer any questions you may have and help you get started. Providing financial security for your employees' future is a crucial part of being a responsible employer.​