Save & Invest Financial Planning

Protection for business

Save & Invest provides a planning services for business, identifying areas where directors and shareholders may wish to insure themselves against the financial consequences of death or illness of key individuals in their business.

For example, you may need a lump sum to tide the business over if a key revenue driver is ill or dies or you may need money to help you to buy-out a widow.

If you have a concern talk to us about the range of ways you can keep your business on track even if the worst happens.

How sustainably focussed is your portfolio or pension plan?

Let us check your portfolio free of charge. Email us to find out how to provide us details of your current portfolio securely or call us on the number below.

Our switchboard 0141 332 8088 is being diverted and answered remotely in normal office hours, while the majority of our team continues to work from home.

Please email us on with general information on yourself and your portfolio.