Financial Planning for your Business

Introducing our Mogers Drewett Financial Planning team.

If you are the owner or Director of a Small or Medium Sized Enterprise (SME), not only will your finances be inextricably linked to the business you are also likely to be vital to the security of that business in the future.

Our team of financial planners and legal advisors can work alongside your other trusted advisers including your Accountant to provide a range of advice designed to help protect you and your business both now and in the future.

Finance For Business

Our business financial services include:

Key person protection

Every business has key people who are vital to its effectiveness and profitability. Key Person Insurance is designed to protect a business if an indispensable team member passes away or is unable to work due to illness. Key people don’t always have to be directors, CEO’s or business owners they can be anyone whose absence could financially affect the running of the business.

Our team of experts can help you identify your key people, guide you through the options available and put in place the protection that your business needs.

Succession and business exit planning

If you are contemplating an exit from your business or looking to retire, it is important that you have a clear plan as to what needs to happen for you to handover and also what you need to realise from a sale to fund the next stage of your life plan.

Our team of finance and legal experts can help you prepare your business for selling and based on your future plans, help you decide at what point you can afford to exit so you can take that next step confidently.

Next steps: get in touch

If you need financial advice on how to protect your business and its financial health, contact our team of experts on: 01225 308333 or

Mogers Drewett Financial Planning (MDFP) is a trading style of Centurion Wealth Management which is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England and Wales Number 7001057. Registered Office: Channel Court, 8 Hill Road, Clevedon, Bristol, BS21 7NE

Mogers Drewett

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Meet the team

Frequently asked questions

This is the process of deciding who will take over the running of your business when you decide you no longer want to run it. This process is particularly relevant for smaller, family run business who need to ensure that when a key person leaves, the business can continue to run smoothly.

Shareholder protection is the process of detailing what will happen to a shareholder’s shares if they were to die or becomes seriously ill in order for the business to continue to operate.

This type of policy enables an employer to continue to pay an employee’s income (or percentage of income) if illness or injury prevents them from working for a long period of time.

If a key employee, business owner or director was to be unable to work due to long term illness or if they were to die, the purpose of business protection is to provide a financial lifeline to enable a business to continue to meet ongoing costs.

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