Business Protection

Chartered-Financial-Planner
Chartered-Financial-Planner

Keyperson / Shareholder / Partnership Protection

Businesses may want to protect the key employees within their firm – perhaps the key salesperson, or the IT manager without whom the business will not function properly.
Keyperson / shareholder / partnership protection can provide a fixed sum should the individual be unable to work, or even die. The benefit will be designed to cover the firm’s expenses in meeting any emergency costs, recruiting a replacement employee and protecting the future of the business.

If a shareholder were to pass away, the firms remaining shareholders or directors may want to purchase the deceased’s shares from their estate promptly to maintain control of their business. The same scenario also applies to partners in a firm.

The Benefit of Independent Financial Advice Explained

Why taking personalised financial advice is a good idea, both now and in the future.

Our team has over 100 years of experience in financial services - so why not arrange a free initial meeting with a Chartered Financial Planner and find out how we can help? Call us on 01282 6144.

Best Financial advisor Christina Clegg
01.09.26

August News update from the best financial advisors at CCFPS

August News update from the best financial advisors at Christina Clegg's office According to J P Morgan less than 10% of people in the UK make regular payments into an investment. Over the last 10 years they estimate that someone investing £100 a month would have doubled their money. The new HMRC tax whistleblower scheme may be about to pay out bonuse...

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Very satisfied! A quick, friendly and professional service.

Mr P

The service provided was both professional and extremely helpful, without Christina’s help we would have lost money and took a long time to obtain our pension funds.

Mr & Mrs W

Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.

Mr & Mrs C