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t:01524  400081           e:info@cbfinancialmanagement.co.uk

Corporate Services

Your staff are your most prized assets, we can help you look after them.

We work with small to medium size businesses to assist them look after their staff, as with private individuals we can assist companies, their owners and key members of staff, here are some of the services we can assist with;

Group Personal Pension Scheme

We can help and assist firms to setup their own personal pension scheme.  However its not just as simple as setting up the scheme, we will continue to work with the firm on an ongoing basis to help with the administration and servicing of the scheme, for more information please refer to the pensions section of the website.

Business Protection Insurance

Also known as share protection insurance this type of policy is designed to protect the partners of a business in the event of death.  Especially if there are multipal partners in a firm the death of one of them can cause a lot of issues and hardship.  Having this type of cover in place means that there is one less thing to worry about, it provides the remaining partners a lump sum to allow them to purchase the deceased partners share of the business from their next of kin.

Key Person Insurance

In the event of an accident or illness to a key member of a business the resulting loss of income to the business can be substancial, arranging a policy will provide an income that can used to replace the member of staff helping to reduce the impact on the business.

Group Private Medical Insurance & Income Protection

One major benefit when attracting good quality staff is to be able to offer extra benefits suich as private medical insurance and income protection.  It can also help to get your staff members who are unfortunante enough to have to claim on these policies the best cover which will hopefully get them back to work as quickly as possible, for more information please refer to the general insurance page of the website.

Click here to contact us for more information.

 

 

 

 

 

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Tel: 01524 400081    Fax: 01524 400071    Email: info@cbfinancialmanagement.co.uk

Main Office: 42 Claremont Road, Morecambe, Lancs LA4 4HL

CB Financial Management LLP is authorised and regulated by The Financial Conduct Authority. CB Financial Management LLP is entered on the FCA Register (www.fsa.gov.uk/register/home.do) under reference number 496770.

 

Registered No: OC336994. Registered Address: 45-47 Tudor Road, Harrow, Middx HA3 5PQ. CB Financial Management LLP is registered as a company in England & Wales.

 

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