Business protection is still too often seen as a ‘nice to have’, particularly by smaller businesses, Check Financial director, Oliver Jordan, has cautioned.

Business protection still only seen as ‘nice to have’

I started Citygate Financial Planning in 2014 as well as running the business I am a financial planner with 19 years of experience advising clients on how to find financial freedom. My specialist areas include pensions and protection, and I primarily work with lawyers, and small family business owners. I am particularly passionate about helping people make a change to their life be it the business owner who wants to exit or the over worked Lawyer who wants to spend more time with their family At Citygate, we know that money worries can leave people feeling trapped, no matter the level of success you’ve enjoyed. My passion for helping others get more out of life comes from the first-hand experience of the power of good financial planning which was undertaken only a couple of years prior to my Dad's death when I was 10. It’s this different outlook (to many) that informs my World view and means I have a real agenda to reach a large audience

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