For £1m+ business owners

Keep your profits, people and shares protected

A free 15-minute Zoom with Charles Breen. You'll find out exactly where you stand if a key person or shareholder is off sick or dies, and what it would take to fix it.

ProfitsWhat happens to your profits if your best person is off for six months?

PeopleWho repays the business loans if you're not here?

SharesIf a shareholder dies, who ends up with their shares, and where does the money come from to buy them back?

Pick a time that suits you

15 minutes on Zoom. No preparation needed.

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Prefer to talk now? Call 01933 829444

Montgomery FS Ltd is an Appointed Representative of BrokerSync Ltd, which is authorised and regulated by the Financial Conduct Authority (972626).

There may be a fee for Mortgage Advice. The precise amount will depend upon your circumstances and will be agreed upon following your initial meeting.

Equity Release, Investments, Pensions, Wills, Trusts and Estate Planning will be referred to our authorised third-party providers. Montgomery FS Ltd and BrokerSync Ltd are not responsible for any advice received from the third-party providers.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Conveyancing, Wills, and some forms of Buy-to-let Mortgages and Commercial Mortgages are not regulated by the Financial Conduct Authority.

Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or other debt secured against it.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK.

Company Registration 12305679. | Registered in England and Wales. Financial Conduct Authority No. 972626