As a client of The Accounting Crew, you understand the importance of financial planning. While we look after your figures, our partners at Cleerly look after your future.
Whether you are a limited company director, a contractor, or self-employed, your ability to earn an income is your greatest asset. Cleerly provides specialist advice to ensure that if the unexpected happens, your family, your lifestyle, and your business remain secure.
Cleerly’s Specialist
Protection Advice
Life Insurance (Personal & Business)
Cleerly offer traditional personal life insurance to protect your mortgage and family. However, if you are a Limited Company director, we can also arrange Relevant Life Insurance. This is a tax-efficient way for your company to pay for your personal life cover.
Income Protection
If you are unable to work due to illness or injury, this cover provides a monthly payment to meet your mortgage, bills, and living costs until you can return to work.
Executive Income Protection
Designed specifically for business owners and high earners, Executive Income Protection allows your Limited Company to fund the policy. It can cover up to 80% of your gross earnings (including salary and dividends) and can even cover your company’s pension contributions and National Insurance liabilities while you are unable to work.
Critical Illness Cover
Provides a tax-free lump sum if you are diagnosed with a specified serious illness, allowing you to focus on recovery without financial pressure.
Why Cleerly?
Cleerly’s advisers specialise in the complex income structures of the self-employed and company directors. They don’t just find a policy; they ensure it is correctly held in trust and aligned with your broader financial goals.