Authorised and regulated by
the Financial Conduct Authority
Business Protection
A business may want to protect the key employees within their firm – perhaps the key salesperson, or the IT manager, without whom the business would 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.
Want to know more?
To find out more or to arrange a meeting with us, please call
020 8498 0040, or email info@curzon-ifa.com
020 8498 0040
info@curzon-ifa.com
Curzon Financial Advisers is a trading name of Simone Grogan, who is authorised and regulated by the Financial Conduct Authority. Simone Grogan is the Principal of Curzon Financial Advisers and is entered on the Financial Services Register https://register.fca.org.uk/ under reference 933340. If you wish to register a complaint, please write to us at the address above or email us at info@curzon-ifa.com.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at
www.financial-ombudsman.org.uk
or by contacting them on 0800 0234 567.
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