Protecting my business finances
Your business may be your most significant financial asset, and your biggest responsibility. We help you safeguard it against the unexpected, so you can keep moving forward with confidence.
Safeguard your business and everything it supports
Running a business comes with risk. However, protecting what you’ve built — your income, your team, and your future — doesn’t have to be uncertain. With the proper financial planning in place, you can face the unexpected with confidence and keep your business strong through whatever lies ahead.
At Dartington Wealth Management, we help business owners put the proper protections in place so their business remains secure, sustainable, and resilient.
What might bring you here?
Clients often come to us when:
- They’re the key person in their business and want to protect future income
- A business loan or financial commitment depends on their continued health
- They’re worried about what would happen to the business if they became seriously ill or passed away
- They want to ensure their family and co-directors are protected in case of the unexpected
- They’re reviewing existing cover as the business expands or changes
How our service supports you
We help you identify where the risks lie and how best to protect against them. That might include key person cover, business loan protection, shareholder protection, or life and health cover tailored to your business structure.
We also look beyond insurance. Protecting your business finances could mean planning for succession, ensuring tax efficiency, or aligning your personal and business wealth strategies. It’s all connected, and we ensure that the solutions work together seamlessly.
Our advice is grounded in real-world experience and tailored to your specific circumstances, whether you’re a sole trader, a company director, or part of a partnership.
What to expect when you work with us
From your first conversation with us, we’ll focus on understanding your business, including what it does, who is involved, and what your most significant vulnerabilities might be. We’ll discuss various protection strategies and how they align with your business model, budget, and goals.
We work alongside your accountant or solicitor, as needed, to ensure everything is coordinated. And once your protection is in place, we stay in touch, because businesses grow, and your cover should evolve with them.
This isn’t a one-size-fits-all solution. Instead, it’s a thoughtful, tailored approach that gives you and your business long-term peace of mind.
A message from our CEO
CEO, Dartington Wealth Management
At Dartington Wealth Management, we prioritise honest, independent advice above everything else. Our promise is to provide guidance that genuinely benefits you, rather than meeting sales targets or promoting products. Every recommendation is made with your best interests in mind, as your financial future deserves nothing less than transparency, integrity, and care.
We’re here to build enduring relationships rooted in trust and respect, supporting you to make confident decisions at every life stage.
Ready to take the next step?
If you’re ready to put meaningful protection in place for your business and its employees, we’re here to guide you through your options with clarity and care.
- enquiries@dartingtonwealth.co.uk
- 01223 211 122