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Business Protection

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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.

Local pension adviser

31.05.25

May news from your local pension adviser

May news from your local pension adviser

  • It’s been reported that the chancellor is considering making it a legal requirement for pension funds to invest at least ...

Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
Vouched For 2019
Vouched For 2018
Vouched For 2017
Vouched For 2016
Vouched For 2015
Vouched For 2014

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

We have always found Christina to be reliable and honest. We value her services because nothing is too much trouble and she is never too pushy.

Mr & Mrs P

Did not expect anything other than a professional service. Excellent.

Mrs L

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First floor
Unit 8
Vantage Court
Riverside Business Park
Barrowford
BB9 6BP

01282 614 444 enquiries@ccfps.co.uk

4.8

Christina Clegg financial-advisor-ifa ratings on VouchedFor
Christina Clegg financial-advisor-ifa ratings on VouchedFor
https://www.vouchedfor.co.uk/financial-advisor-ifa/nelson/01068-christina-clegg/reviews
5 Star Google Reviews

Christina Clegg Financial Planning Services is a trading style of Throgmorton Capital Management Limited authorised and regulated by the Financial Conduct Authority,
No 827982 and is registered in England under the company registration number 11557030.

Registered Address: 3 The Stables, Wilmslow Road, East Didsbury, Manchester, M20 5PG

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