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A refreshingly clear approach to your financial planning

Shareholder or Partnership Protection

We provide shareholder protection insurance advice to business in Colchester, Essex, Suffolk and throughout East Anglia. We also provide the necessary trusts and option agreements for no extra charge.

Take control

A properly arranged Shareholder Protection strategy can answer two important questions:

1. Who will I be in business with if my partner or co-director dies?

2. How will my dependents get my share of the value of the business if I die?

How does it work?

Shareholder, or Partnership, protection provides a lump sum for the firm should a Director, Shareholder or Partner die suddenly or suffer from a critical illness.

The lump sum benefit will enable the remaining owners to buy out the critically ill or deceased colleague's share of the business. As a surviving business owner this means that you will not have unknown outsiders coming into the business from the deceased persons family (or other relations) simply because you cannot buy them out. Just imagine it!

Your own dependents are protected too. Having this cover means that your family will not be denied the value of your portion of the business to support them until the business can, or decides to, afford it.

In short it protects everyone, both the business and the families of Directors or Partners.

As Independent Financial Advisers we will help you find the plan that best meets your requirements and also recommend appropriate trust and option agreements to make it work properly.

Contact us either by telephone or This email address is being protected from spambots. You need JavaScript enabled to view it. to set up an introductory meeting.

Shareholder Protection

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 © 2015 Arcaria Financial Solutions Ltd.

Arcaria Financial Solutions Ltd. is authorised and regulated by the Financial Conduct Authority
Registered office: Warden House, 37 Manor Road, Colchester, Essex, CO3 3LX
Company registered in England and Wales. Registered No. 8048391

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If you wish to register a complaint, please write to or telephone Arcaria Financial Solutions Limited, 14 Westlake Crescent, Wivenhoe, Colchester, CO7 9RZ.  Tel: 01206 823953

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.