Financial Services for your Business

The following issues may be of particular relevance to businesses:

Keyman insurance

Have you considered what the financial consequences to your business would be if you were to lose a director or other key employee as a result of death or major illness? This is often something that is overlooked and there is a simple cost effective solution. It is possible to take out protection insurance for such eventualities. We can provide advice and let you have quotes for suitable cover.

Pensions

We can arrange a pension scheme for your employees or review your existing scheme and you may want to provide other benefits to your staff such as death in service benefit and income protection cover.

Investments

If your business has large sums on deposit, we can look at the best returns and consider more tax efficient ways to invest the money for you taking into account the needs of the business and your attitude to risk.

This is only a few of the many ways that we may be able to help you and your business. Please e-mail financial.services@chattertons.com to arrange a free review or contact one of our financial advisers, Richard Ludlow, Partner, Solicitor and Independent Financial Adviser on (01780) 764145 or Tim Barker, Independent Financial Adviser on 01205 351114.

Mortgages

Your home may be repossessed if you do not keep up repayments on your mortgage.

Investments

Investments and Pensions: Please remember that past performance is not necessarily a guide to future returns. The value of units and the income from them may fall, as well as rise. Investors may not get back the amount originally invested.

Equity Release

Equity Release Mortgages: This is a lifetime mortgage. To understand the features and risks, ask for a personalised illustration.
Regulated by the Solicitors Regulation Authority. Authorised and regulated by the Financial Services Authority

Contact Details

Financial Services Team

 Contact EmailOfficePhone Number 
Tim Barker Boston - Wide Bargate 01205 351114 Details…
Lisa Shepherd Grantham 01476 591550 Details…
Richard Ludlow Stamford 01780 764145 Details…