Helping to Protect

Raising awareness of Financial Protection Planning and the need for professional advice.

Trusted Xperts - Helping to Protect



What is Protection and why is it important?



The Business Protection gap in the UK is currently around £1.4Trillion and has been steadily growing over recent years. This is important to understand, as more of us are finding the life and work balance more demanding, and with incomes being squeezed by inflationary economic pressures, it's all the more worrying that should we fall ill and be incapable of working, or we die and without any insurance protection - what happens to loved ones, fellow company directors, staff or shareholders or the company as an entity?

WE TRUST 1

One of our core values is to raise awareness of the need for business owners and company directors to consider the very real need to have in place sufficient Business Protection insurance e.g. a tax efficient Relevant Life Plan, Loan Protection, 'Keyman' or 'Key Person' insurance and so forth.

Equally we feel it is highly relevant to encourage all companies with shareholders to consider a 'Shareholders Agreement' to protect a company and its shareholders against the critical illness or death of an owner or shareholder in the company. Without this type of agreement, as you can imagine it can prove to be very challenging with everyone with an interest in the business scrambling over a stake - often this type of situation forces the closure of the company.

Trusted Xperts specialise in connecting businesses and consumers throughout the UK with a selected Openwork Financial Adviser, to discuss product recommendations based on an individual's or businesses circumstances. It doesn't have to cost the earth either - it's just important you think about taking action today to start the advice process.

At our heart is the ethos of friendly and professional service excellence every time we interact with a customer. We very much welcome you to our website and we look forward to serving you.

Many thanks to Legal & General for the provision of the following two PDF documents which explain the Business Protection landscape in the UK:

L&G UK SUMMARY BUSINESS PROTECTION FAQS L&G UK SUMMARY BUSINESS PROTECTION FAQS (60 KB)

L&G ROUGH GUIDE TO BUSINESS PROTECTION L&G ROUGH GUIDE TO BUSINESS PROTECTION (4099 KB)




To search for a selected Openwork Financial Adviser or a trusted Xperts Accountant or Law Firm in your area, simply visit the Trusted Xperts UK Map page and select the Partner Type in the drop down menu. Increase accuracy by selecting your County or use your postcode.

Alternatively, if you prefer to speak with us in complete confidence, please Contact us using our secure enquiry form below, and Trusted Xperts Limited will get back in touch.

Please note - Trusted Xperts are not authorised to give advice. We will only confirm your details and purpose and with your consent, pass your Personal Information over to a selected Openwork Financial Adviser or a Trusted Xperts Partner Accountant or Law Firm. Telephone calls may be recorded.

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why choose Trusted Xperts?

Through one powerful and secure web portal, Trusted Xperts makes it easy for you to connect with a selected Openwork Financial Adviser, and our Trusted Xperts Partner Accountants and Law Firms in your local area.

Trusted Xperts Partners across the UK meet our high standards and have passed our diligence checks, and in our professional opinion, represent some of the very best British firms, that can offer you high levels of customer service excellence and professional advice, matched by great products and services, at prices that are fair and transparent. That's our promise.

contact us

Please complete the secure general enquiry form below to get in touch. If you prefer please use our SECURE Contact page where you can opt in to our marketing newsletter. The internet is not a secure medium and the privacy of your data cannot be guaranteed. We do however take every care to ensure your data is protected by 256 bit TSL encryption. Our website and platform are GDPR compliant. Please view our Privacy Policy to learn how we handle your Personal Data.

If your enquiry is a general enquiry - you will be contacted by a member of the Trusted Xperts team. If you submit a Trusted Xperts Partner profile contact form - you will be contacted by them.




 

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0333 444 5 800

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4 Factory Road, Newport, NP20 5FA, Wales.
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