Call us on 01202 622223 for a no obligation consultation
Call us on 01202 622223 for a no obligation consultation

At Apex CB Financial Planning we work with business owners across Dorset and Hampshire. We aim to help you to ensure that your business is comprehensively protected.

Have you thought of the consequences for your business if you, or your fellow Director, were to die or suffer a serious or long term illness? Who would take his or her place? Many companies plan their finances and cashflow, but fail to plan for disasters.

  • Can the business afford to compensate their family for the loss of income?
  • What about the loss of profits from the loss of your key individual?
  • How does the business survive while you replace your key person?
  • How do you keep control of the shares?
  • What do you do if an unwelcome family member decides to get involved?

Share Protection

If you run a private company the loss of a shareholder might destabilise your business. As a result financial and operational difficulties can quickly arise. Share Protection allows the remaining partners, directors or members to purchase the deceased’s shareholding and remain in control.

Key Person Protection

When a key person in a business dies it can have a devastating financial effect.  Put simply, Key Person Protection (also known as key man insurance or key person insurance) is a policy against financial losses if your key person dies or is diagnosed with a serious illness. Is your business safeguarded against the death, terminal or critical illness of a key person?

Business Loan Protection

If your business has outstanding borrowings then Business Loan Protection could help you. Business Loan Protection helps businesses pay an outstanding overdraft, loan or commercial mortgage, should your key person die or be diagnosed with a serious illness.

To find out more about how we can help you to protect your business from a wide range of risks, call 01202 622223 or contact us using our online enquiry form.

Corporate services


Tax planning

In conjunction with our specialist taxation partners and your accountant we are able to help companies to reduce their corporation tax liabilities and set up highly tax efficient remuneration schemes for senior management. read more

Corporate pension schemes

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Corporate investment advice

At Apex CB Financial Planning we provide specialist corporate investment advice and can recommend investment vehicles that meet the company's objectives, whilst minimising the potential tax liabilities. read more
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