As a business owner or director, the impact of not having the correct protection in place could have disastrous consequences for the firm.

The main areas to look at are:-

Key Personal Insurance

This type of insurance can protect the business by protecting key members of staff, should they become ill or worse die.  It will not replace the loss of the Key Person in the business, but it could help financially.

Shareholder/Partnership Protection

If you are a director or a partner in a small business, could the business survive the death or incapacity of a shareholder, partner or director? By having this insurance in place, it ensures that the business has financial sustainability for the future.

After initially discussing your goals and needs we will look at your current arrangements, assess these, and then make recommendations to you. There are many factors that we will need to consider including the individual aims, needs, and arrangements of the directors. As Independent Financial Advisers we have a whole of market approach so that we can find the right solution for you.


If you would like further information please contact us, or click here to book your free initial consultation.

© Dolphin Financial Limited | Registered in England & Wales. Company no. 10713348 | Authorised and Regulated by the Financial Conduct Authority | Website By The Indie Design Co.

Business Update

Due to the ongoing Coronavirus (COVID 19) issue, we are currently working remotely or carrying out administration only within the office.

We are still carrying out business as usual and are contactable during the normal business hours of 9am-5pm.

All existing and future client appointments will be conducted either by Skype, over the phone or by email.

We ask for any letters/paperwork to be dropped into the letter box as the post will still be picked up daily by a member of the team.

If you have any questions or inquiries we are contactable by phone on 01928761001 or by email at

We apologise for any inconveniences.


Kind regards,

The Dolphin Financial Team

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