Our range of Business Protection & Insurance Services

At Oaktree for Life, we understand that the most valuable asset to any business is its people, without them a company’s future survival can be put at serious risk. Through our range of Business Protection and Insurance options, we can help you find the cover to protect your business and your people.

Director's Relevant Life Insurance

 

Our Directors Relevant Life Cover Insurance quotations and services are provided through Precise Protect who offer whole of market on their panel, with a first class service. FCA NUMBER 575993.

Key Man Insurance 

Our Key Man Insurance quotations and services are provided through Precise Protect who offer whole of market on their panel, with a first class service. FCA NUMBER 575993.

 
 
Shareholder Agreements 

 

A shareholders’ agreement is, as you might expect, an agreement between the shareholders of a company. 

 

Its purpose is to protect the shareholders’ investment in the company, to establish a fair relationship between the shareholders and govern how the company is run.

 
Business Lasting Power of Attorneys (LPA for short)

It is important for any business owner to consider what would happen to their business and the day to day running of it if they were unable or unavailable to make decisions. Without an LPA in place, who may (temporarily or permanently) assume control and indeed have the authority to do so is less clear and may leave a business exposed to risk. 

A business LPA can be used if a business owner: 

  • is abroad on holiday or for business 

  • has an incapacitating medical condition that means they are no longer capable of acting

Oaktree for Life: Trusted and tailored protection for your whole life’s journey.

Oaktree for Life | Honley | Holmfirth | West Yorkshire | HD9 6BW

Oaktreeforlife act as an introducer only for FCA regulated products and services, we do not offer financial advice. We will refer you to a suitably qualified regulated adviser if required. We do not charge for our services; we receive a referral fee from the selected panel members should business be transacted.
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