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.

Female financial advisor
14.07.26

Female financial advisors in demand

Female financial advisors have always been in high demand. Mainly because there are so few of them compared to their male counter parts. But now the demand for financial advice from women has outstripped demand for advice from men. At least according to research by Continuum. That found that 20% of women interviewed said that they were looking for financial a...

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Christina is thorough and she explains matters in a clear manner. Time is always given for questions to be asked and I have never felt under pressure to buy any particular products.

Mrs D

Christina provides an extremely thorough, in depth service with clear and concise information given at every stage, highly recommended.

Mr R

I have a sense of trust towards the people and the company. Thank you.

Mrs F