Financial planning, insurance, and protection
Isamor is a not-for-profit wealth management provider specialising in hassle-free, family-focused life insurance plans, income protection and financial planning, all while supporting causes that matter.
Can Isamor help me?
Founded by Adriana Lokman, Isamor is a rare find in the finance world as it is dedicated to helping:
So, by choosing Isamor,
you’re not only ensuring that you and your family are protected, you're making a meaningful impact.
Financial planning
- Pensions, savings and investments: From Auto-Enrolment and Small Group Pension Schemes to SIPPs and SSASs, Isamor will help you choose the right option.
- Business protection: Develop exit strategies, safeguard your business, and host financial workshops to keep your team informed.
- Employee benefits: Run financial education workshops within your teams covering budgeting, savings, and investments. Plus, access benefits like Group Life, Income Protection, Critical Illness Policies, and Private Medical Insurance.
Income protection and life insurance
Relevant life plans
- Pay-out to your family, tax-free
- Tax efficient death in service
- Premium paid as a business expense
- Individual basis
Executive income protection plans
- Tax efficient sick pay
- Maintain 80% of your usual salary and dividends during sickness (rather than relying on statutory sick pay at £116.75 per week)
- Premiums paid as a business expense