Charles Derby Financial Services

Helping smart SMEs to identify and reduce the key risks to their business, shareholders and their families.

  • Financial and Legal Services › Financial Advisers & Consultants
  • BEACONSFIELD
  • 3
Love Charles Derby Financial Services?

A bit about us

Helping SMEs prepare for business sale, continuity and succession by reviewing the company structure, ownership and risks associated with death and incapacity.  In doing so we help you protect the business, other shareholders and families of the business owners.

Food for thought...

An amazing 53% of the businesses we spoke to in this research said that their business would fold within a year if they lost a key person or business owner.

Over 1/2 have left no instructions in their Will or special arrangements regarding shares in their business

Two thirds of businesses have some form of borrowing, increasing over time - average value £176,000.

The director's loan account is repayable immediately on death.

(Research by L&G)

Call us on 07494 259112 to arrange an initial review and report - which can be complimentary to fellow BBF members - see our offers for details.

 


  • Charles Derby Financial Services
  • BEACONSFIELD Buckinghamshire HP9

Testimonials

Write your own review of Charles Derby Financial Services

Write a review