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3 Pillars Financial Planning

AUTHENTIC & BESPOKE FINANCIAL PROTECTION ADVICE

AUTHENTIC & BESPOKE FINANCIAL PROTECTION ADVICE AUTHENTIC & BESPOKE FINANCIAL PROTECTION ADVICE

BUSINESS PROTECTION

Speak to one of our local advisers today to benefit from our bespoke business protection advice service. We will search the protection market place to help find the right plans for you. 

SEND US A MESSAGE

BUSINESS PROTECTION

Shareholder Protection

If a shareholder in your firm was to pass away or become seriously ill, do the other directors have the funds to ensure the shares stay within the business? Can they buy-out the beneficiaries of the deceased? Take no chances with the business you've worked hard to build.

Key Person Cover

Protecting key people should be an integral part of any business plan. Have you considered if your business could function effectively without you or those you rely on most? Every business should insure its most valuable assets.... its people!

Relevant Life Cover

A tax efficient life cover solution, paid for by the company, that could pay a lump sum, on death, to the beneficiaries, family or dependants of the person insured. Why wouldn't you?

Business Loan Protection

Loans to the business are usually required to paid in full upon death, does your business have the funds to do this? Loan protection could ensure the monies are available to do so. 

Group Plans

Employee benefits are becoming ever more important when providing the best working environments and securing & retaining the best people. Employers can protect their employees in a number of ways for Income, Health & Life.

   

3 Pillars Financial Planning is a trading style of Trusted Mortgage Advice Limited 

which is authorised and regulated by the Financial Conduct Authority (FRN 801545).


Trusted Mortgage Advice trading address:  15 Lingerwood Lane, Edinburgh, Midlothian, EH16 4WW. 

3 Pillars Financial Planning trading address: 242 Baberton Mains Drive, Edinburgh, EH14 3EA


  The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK

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