Independent Financial Advice by Key Wealth Management

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0191 566 1984

Shareholder Protection

A written shareholder protection agreement together with a series of suitable insurance policies is vital to the control, stability and continued success of your  your business in the event of an unexpected death and/or illness . By taking the appropriate legal and financial steps, you can be confident that you will not find yourself exposed to financial and potentially moral difficulties.

The share purchase agreement should detail what will happen to each director’s shareholding on death, retirement or disability and the insurance policies should be in place to provide the funds to carry out the provisions of the agreement.

Our professional independent financial advice team can guide you through the whole process, so that you can be confident that everything is in place should the unexpected happen.

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TTR Barnes Financial Services Ltd trading as Key Wealth Management is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales, Registered Address 3-5 Grange Terrace, Stockton Road, Sunderland, SR2 7DG. Registered Number 2048541.

The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK