106. Business Protection with Naomi Smith

Women & Money Cafe

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12M ago 42:08

MP3•Αρχική οθόνη επεισοδίου

In this episode we are joined by guest Naomi Smith from Saltire Financial. With years of expertise in business protection, Naomi sheds light on the crucial steps women in business need to take to ensure their financial well-being. Here's what you can expect from this informative and empowering episode:

Importance of business protection in safeguarding family members and employees during challenging times
Understanding private medical insurance and executive income protection for limited companies
Exploring group private medical insurance options for directors and employees
Overview of relevant life insurance and executive income protection
Sole traders vs. limited companies
Exploring shareholder and loan protection for seamless business continuity in case of illness or death
Key person cover and its role in mitigating financial impact caused by the absence of a key person in the business
Understanding director's loans and their implications in case of a deceased director

GUEST EXPERT: NAOMI SMITH has always felt a strong passion for business protection. Understanding the significance and potential benefits it provides, she became determined to spread awareness about its importance. Naomi observed that many people lacked knowledge about the meaning, purpose, and offerings of business protection.
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Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making. Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
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Emily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.

Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.

Sara Walker is a financial planner and financial coach with 33 years’ experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives.
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