Simon Dunn - Insurance Specialist
About Me - The Adviser
As a specialist insurance adviser with over 17-years experience, I'm ideally positioned to provide holistic business protection advice.
Typically working with businesses that have between 2-5 shareholders, turnovers up to £20m and/or a valuation of up to £10m and, importantly, whom want an adviser who provides a single point of call with a beginning-to-end service and is on hand to give assistance every step of the way.
I can assist in the following areas:
Whilst I can work with businesses outside of this criteria, in my experience, it is companies of this size and structure which have the most to lose following the death of a shareholder or key income generator.
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Ensuring business owners don't end up with their co-owners spouse as a business owner should their business partner die.
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Protecting profits if any of the key fee earners/income generators die or become long-term incapacitated.
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Provide business owners a means of securing an ongoing income without financially draining the balance sheet if unable to work for a significant period.
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Arrange a variety of employee benefits to help recruit and retain employees in a cost effective manner.
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Secure tax-efficient arrangements, whenever possible, to minimise the overall cost to the business.
My holistic approach ensures that clients receive cost-effective, tailor made solutions to protect their business's financial health and, where necessary, their family's.
Having spent many years specialising in arranging cost-effective solutions for clients with pre-existing health conditions or those who partake in dangerous hobbies means I can usually find a solution, irrespective of the circumstances.
I pride myself in treating my clients in the same way that I'd like to be treated, with a focus on honest, transparent and jargon free advice, provided in a down to earth, friendly and conversational manner.
About Me - The Individual
I'm an avid rock climber, mountaineer, paddle-boarder and general outdoor and fitness enthusiast who has a passion for being the best I can be at everything I do.
I'm naturally quite risk averse (yes, I appreciate the irony in that when considering my hobbies) and like to mitigate risk wherever possible, using a considered but realistic approach.
It appears I'm perfectly suited to providing protection advice!
