The Association of International Accountants (AIA) is pleased to announce a new partnership with Bespoke Financial Wellbeing, led by Business Protection Consultant Alex Head, to provide members with expert advice and tailored solutions in business protection and continuity planning.
This partnership gives AIA members the opportunity to strengthen their own practices while also enhancing the advice they offer to clients. With a focus on financial resilience, Alex helps founders secure their businesses against the unexpected and plan confidently for the future.
Protect your accountancy firm
Accountants are trusted to help clients manage financial risk, but it is equally important to protect their own firms. Unexpected events such as the illness or loss of a key person, or a change in business ownership, can have a serious impact on both stability and growth.
Through Bespoke Financial Wellbeing, AIA members can access practical and personalised protection strategies that make complex financial risks simple to manage. This ensures that practices remain secure, staff are supported, and business continuity is maintained even in challenging times.
Tailored solutions for AIA members
Members can benefit from a comprehensive range of protection services, including:
- Relevant Life Cover – tax-efficient life cover for directors and employees
- Key Person Cover – protection if a key individual is unable to work
- Shareholder Protection – safeguarding business ownership and control
- Business Loan Protection – protecting against financial strain from loan commitments
- Executive and Group Income Protection – ensuring income security for staff
- Group Life Insurance and Private Healthcare – supporting employee wellbeing and retention
These services not only help accountants protect their own firms but can also be introduced as part of the wider financial advice they offer to business clients.
Strengthening your advisory role
Understanding business protection allows accountants to strengthen their relationships with clients by offering holistic financial guidance. Partnering with Bespoke Financial Wellbeing provides access to specialist expertise, helping AIA members identify and address potential protection gaps for themselves and those they advise.
Expert support
Alex works closely with business owners to create protection strategies that are efficient, straightforward and effective.
“My ideal clients value foresight, efficiency, and expert advice,” says Alex. “Accountants in particular understand risk and recognise that protecting what they’re building is just as important as building it.”
Carl Jepson, AIA Sales and Marketing Director, said of the new partnership “AIA is always looking for ways to provide real value to our members. Partnering with Bespoke Financial Wellbeing means accountants can access expert support in an area that is often overlooked. It equips members to protect their businesses, their key people, and their long-term stability while continuing to deliver exceptional advice to clients.”
AIA members who would like to explore business protection for their firm or clients can contact Alex Head at alex@bespokefinancialwellbeing.co.uk or 07850 451004.
“My ideal clients value foresight, efficiency, and expert advice. Accountants in particular understand risk and recognise that protecting what they’re building is just as important as building it.”
Alex Head, Business Protection Consultant, Bespoke Financial Wellbeing
