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.

Online financial advice
22.07.26

Online financial advice scams back in the spotlight.

I’m not sure that online financial scams have ever been out of the spotlight. We’ve been reporting on and warning clients for years about being scam safe. We even set up an FAQ’s page setting out what to look for over six years ago. Everything we highlighted back then is still valid today. Even more so as the cost of scams continues to soar. Warnings a...

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