enquiries@alexandrasfinancialmanagement.co.uk 01642 552 188

Cross Option Agreements

Cover your relatives, ease worries of business partners and give yourself the peace of mind.

Animations were created by and are the intellectual property of Generational Asset Protection.

You might have left your company shares or partnership to your nearest and dearest, but how happy will they be if they're not already a part of or understand your business?

You might have left your company shares or partnership to your nearest and dearest, but how happy will they be if they’re not already a part of or understand your business? Consider a Cross Option Agreement to cover your relatives, ease worries of business partners and give yourself the peace of mind.

Start a conversation

Learn more about how we can help you by completing the contact form below.

Error: Contact form not found.

enquiries@alexandrasfinancialmanagement.co.uk 01642 552 188

Alexandra’s Financial Management is a trading style of Penguin Wealth Planners Ltd , which is authorised and regulated by the Financial Conduct Authority. Trading Address: 68 The Green, Norton, Stockton-on-Tees, TS20 1DT. Contact Telephone Number: 01642 552188. Penguin Wealth Planners Ltd is entered on the Financial Services Register under reference 830057.

Alexandra’s Financial Management is registered in England & Wales. Registration Number: 6806862: Registered Office: 3A Evolution, Wynyard Business Park, TS22 5TB

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

Privacy policy Cookies policy

Top