Business Protection
and Continuity

Specialist advice to protect your firm and its’ families should the worst happen.

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Riverfall Book your free initial consultation today.
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Business Protection
and Continuity

Do you need advice on business protection and continuity planning? Have you thought about what would happen if an important person in your business suddenly wasn’t available? Whether it’s through loss of life or a serious illness, getting the right protection in place will enable your business to continue operating no matter what happens. If you’re a business owner, you will want to protect your wealth and ensure this stays in your family.

Our business protection experts will help you protect your business and manage your level of risk. There are different types of cover available and many offer tax relief, including relevant life, key person, shareholder or partnership insurance. These types of policy pay out a cash lump sum in the event of death or a critical illness. Shareholder or partnership agreements will give you legal control over where any shares will go when someone dies. They will also determine who will become involved in the running of your business.

Business Continuity Planning is not regulated by the Financial Conduct Authority. 
Tax treatment varies according to individual circumstances and is subject to change.

Your Business Financial Planning Experts

Are you trying to make plans for your business, but you need support with your financial planning? If you want to get the full value from your business and enjoy financial security, you need to plan ahead. We’ll work alongside your existing accountant and solicitor to ensure every detail is covered, or we can recommend one of our trusted partners.

The sooner you have a financial plan in place for your business, the sooner you can take control. Our financial planners will provide you with commercially focused advice, so you can concentrate on managing and growing your business.

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Let’s create your  Financial Business Plan

Gain control of the financial future of your business. We convert the complex financial world into a clear, commercially focused plan that’s right for you.

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Manage risk, tax and your personal wealth.

Our financial planners will look at how you can manage your assets to make your tax as efficient as possible and increase your personal wealth. Alongside your accountant, we’ll explain how you can safely take money out of the business and how you can manage risk with the right legal agreements in place.

Using sophisticated financial modelling software, we can find a suitable figure for your business that you can work towards, so you can decide on a point when you’ll be able to walk away. We will identify how much you will need to net from your business income and/or sales, so you can meet your personal financial goals.

Explore your options and plan ahead for the future.

You will be asked about your plans for the business, and whether you have an exit strategy or any succession planning in place. Do you want to sell your business in the future? Will the business pass onto the next generation?

Create your business financial plan.

Together, we will produce a clear plan to help you achieve your commercial goals. We’ll look at your business structure, shareholders, business assets, and pension opportunities. We’ll also explore any future tax implications and liabilities.

Riverfall Book your free consultation today.
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What our
clients say

It’s not what we say about us that’s important, it’s what our clients say that matters most.
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“We both agreed that it was the full, concise but easy to understand way our investment was explained to us by Jessica that really stood out. It was made easy.”
Mr & Mrs Baird
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“I am very grateful for the excellent help and advice received from Shaun Brennan and felt 100% confident in the service provided”
Mr N Lewis
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We continue to be inspired and excited by planning our future!” Jo Rimmer, business owner.
J Rimmer, Business Owner

Frequently Asked

Do I have to pay for an initial meeting with a financial planner?

Absolutely not.  Your first meeting, typically lasting an hour, is at our expense and is the opportunity for you to decide if you would like to work with us.  It is also an opportunity for us to ensure that we can add value for you before proceeding any further.

Where can I find you?

We are based in Ruddington and also have office space in Mountsorrel near Loughborough as well as central London. For directions to our Ruddington office please visit our About Us page.

How can I meet with a financial planner?

We would always suggest, where you are comfortable and where practical, that your initial meeting is held face to face. We also have Teams conference calling and are happy to speak over the telephone. Call us today and one of our team will be happy to set up an appointment time, day and method that suits you best.

What are the different services you offer?

We offer Personal Planning, Business Planning and Mortgages & Protection, including Final Salary Pension Transfer Advice. If there’s an area which we can’t offer assistance on we will help you source alternatives if suitable. We would be happy to run through everything that we offer in an initial, no obligation meeting.

What are your charges?

All of our fees are agreed upfront and before any chargeable work is carried out, providing you with the peace of mind that you understand exactly what you’re paying. We also offer a range of payment methods. Our planners are happy to discuss our fee models in an initial, no obligation meeting and will always provide a bespoke proposal for your consideration.

The bridge magazine

Read our magazine
‘The Bridge’

Communicating with our clients is important to us, so we create our very own magazine, into which we pour the expertise of the Riverfall Financial team.

It’s free, it’s exclusive and it’s full of insight on how your money can help you make the most of your life.

How can we help your business?

Business Protection & Continuity
Workplace & Directors Pensions
Employee Benefits
Company Investments