Your Business

We specialise and love to work with small to medium businesses, because we are one. We understand your business is two things; an extension of your dreams and your baby. Too many business advisers provide advice to you as a business owner without addressing your own personal plans and goals – your business is intrinsically linked to your personal needs, we get that.


Exit Strategy

Have you got one?

You have four options:-

Float – As in, turn into a PLC, an option but not a common one.

Fail – It happens, shouldn’t be a target though.

Succession – Happens more than you would think but do you have the right people and structure in place..

Sell – Its never too early to start planning to sell your business. How much is it worth now? How much do you need to achieve your freedom? We can help ensure you can answer these questions and maximize the sale value of your business.

From our experience we understand the highs and lows of running a business and are perfectly positioned to help you get the most out of yours.

We help businesses do the things they know they ought to do but never seem to get around to.

Let us help you spend some time working on your business rather than in your business.

We are good at making you great.

Our Services

There is no such as thing as ‘one size fits all’. Individual needs, wants and dreams are specific. Determining what you need, want and dream about is what we do best. It’s what we live and breathe every day and we couldn’t do what we do if it didn’t make a difference to people’s lives. You may have one need, want or dream, or you may have many. Either way, let’s see if we can bring it to life.

Here are some of the things people come to see us about – it’s not an exhaustive list, but technically it’s what we do. We try to keep things simple so the icons below will tell you the basic idea. If you want to know more you can give us a call or we have also included some technical brochures to be accessed via….?

Death in Service Arrangements

A benefit you can provide to employees for if they die whilst they are working.

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Group income protection

Employee benefit for income through sickness.

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Private Medical Insurance

Employees receive fast-track consultations and private treatment for short-term, curable medical problems.

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Critical illness cover

Cash payment on illnesses on a predetermined list as part.

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Share Protection

Share Protection Insurance is a life insurance taken out on the lives of partners or shareholding directors.

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Partnership Assurance

Protect your business against the financial implications of a partner's death or serious illness.

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Corporate Investments

Do you need to raise some capital for business growth?

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Keyman Insurance

Key person insurance is simply life insurance on the key person in a business.

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Call us today at 01704 443 107 or Email us at info@lloydfp.co.uk

"Society conditions us to save for the future - delayed gratification. We believe you also have to live for today, its all about balance."

David Lloyd