Home Individual Advice Employee Benefits Corporate About Us Meet the PFM Team Trevor Jackson FPFS, CFP Director Gerry Twardzik CFPTM, Chartered MCSI, DipPFS Certified Financial Planner Duncan Horner FPFS Chartered Financial Planner Steven Smith FPFS Chartered Financial Planner Brett Baker DipPFS, IMC Investment Analyst Jonty Rider FPFS, Cert SMP Chartered Financial Planner Mortgage Adviser Shasta Buno DipPFS Client Relationship Manager Stewart Housden Cert CII, Cert PFS Client Services Manager Duncan Todd FPFS Chartered Paraplanner Accept Cookie Settings We use cookies and similar technologies to enable services and functionality on our site and to understand your interaction with our service. By clicking on accept, you agree to our use of such technologies for marketing and analytics.See Privacy Policy

Home Individual Advice Employee Benefits Corporate About Us Administration As established employee benefit experts with an experienced administration team we can provide support for your employees, including your HR and Payroll Teams by helping you with: Contribution processing Claims processing Policy Renewals Member enquiries Contact Us Accept Cookie Settings We use cookies and similar technologies to enable services and functionality on our site and to understand your interaction with our service. By clicking on accept, you agree to our use of such technologies for marketing and analytics.See Privacy Policy

Home Individual Advice Employee Benefits Corporate About Us Shareholder protection The sudden loss of a shareholder can disrupt a company, but Shareholder Protection will minimise business interruption. Many companies will have adopted a clause that gives the other shareholders the first opportunity to buy the shares of the critically ill or deceased, in order to avoid the possibility of the shares being sold, or passed onto, a third party not approved of by the other shareholders. But problems can still arise over the valuation of the shareholding and the raising of sufficient funds to undertake the share purchase. The solution to these problems is a Shareholder Protection Arrangement backed by appropriate life insurance policies. Accept Cookie Settings We use cookies and similar technologies to enable services and functionality on our site and to understand your interaction with our service. By clicking on accept, you agree to our use of such technologies for marketing and analytics.See Privacy Policy