James Wilkinson
Business Protection Consultant @Executive Life
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WORK HISTORY
Business Protection Consultant @Executive Life
Business Protection Consultant | Executive Life Ltd Nov 2022 – Present | Bristol, UKI specialise in helping business owners, directors, and entrepreneurs safeguard their businesses and financial futures through strategic, tax-efficient protection solutions. My approach aligns with FCA’s client-first principles, ensuring transparency, suitability, and fairness in every recommendation. Key Responsibilities & Expertise: Business Protection & Risk Management • Advising on Relevant Life, Key Person, and Shareholder Protection to ensure financial security for businesses and their stakeholders. • Implementing Executive Income Protection strategies to safeguard directors’ salaries and financial stability. • Structuring business succession planning solutions to prevent financial disruption due to unexpected events. Wealth Management & Financial Planning • Providing tailored advice on long-term financial security and wealth preservation. • Supporting business owners with retirement planning, pension strategies, and tax-efficient financial structuring. • Ensuring every client receives clear, transparent, and fair recommendations that align with their long-term goals. Client-Centric Approach • Fair treatment of customers (TCF) – Ensuring that all financial solutions meet clients’ best interests and financial needs. • Suitability & transparency – Recommendations are aligned with business owners’ goals, ensuring they understand policy benefits and limitations. • Ongoing support & review – Providing regular financial check-ins to adapt to changing business needs and regulatory landscapes. Most business owners don’t realise how tax-efficient their insurance and wealth planning strategies can be—until we show them the numbers. If you’d like a review of your current setup, let’s talk! Message me or book a consultation to explore how we can protect your business and financial future.
EDUCATION
The London Institute of Banking & Finance
DipFA Level 4
University of the West of England
Executive MBA
The London Institute of Banking & Finance
DipFa Level 4
The London Institute of Banking & Finance
DipFA
London School of Theology
Bachelor of Arts (BA)
ABOUT JAMES WILKINSON
Business owners work hard to build their wealth—but without the right protection, it can disappear overnight. Unexpected events like illness, shareholder disputes, or changes in leadership can put everything at risk. I help UK entrepreneurs, directors, and professionals secure their businesses and financial futures with tax-efficient business insurance, succession planning, and financial protection strategies—ensuring long-term stability, security, and peace of mind. How I Help Business Owners & Directors Tax-Efficient Business Protection – Protect your company with Relevant Life, Key Person, and Shareholder Protection Insurance Income Protection for Directors – Ensure you still get paid if you’re unable to work due to illness or injury Wealth & Pension Planning – Grow and protect your wealth tax-efficiently for retirement or exit strategies Succession & Exit Planning – Avoid disruption and financial loss with structured business continuity solutions With 15+ years of leadership experience, I specialise in strategic business development and financial planning, holding a DipFA Level 4 qualification and an Executive MBA. My background includes senior roles in the charitable sector, insurance, and financial services, as well as experience in scaling organisations and securing 6 figure funding. Most business owners don’t realise that business protection insurance can be a tax-efficient way to safeguard their company and family. Are you one of them? Let’s connect! Send me a message or book a free 15-minute strategy call to explore how I can help protect and grow your business.
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