Wealth Management
Here to help manage and protect your wealth. Contact us to be introduced to our expert partners:
Covering your business needs.
We're able to offer a range of services for businesses and business owners alike via our Wealth Management partners. Scroll down to find out more and/or get in touch to discuss this further.
Business Protection
In the dynamic landscape of the UK business realm, safeguarding the future of your enterprise is paramount. As a discerning business owner, you understand the significance of protecting your company's interests against unforeseen challenges. Introducing our comprehensive suite of Business Protection Services tailored exclusively for UK entrepreneurs – an invaluable shield that encompasses shareholder protection, key person insurance, relevant life cover, and group insurances.
In an ever-evolving business environment, ensure the resilience and continuity of your venture with our tailored solutions designed to fortify your business against uncertainties. Explore the avenues of security and prosperity as we guide you through the strategic implementation of these essential protections, ensuring that your business is not only robust but positioned for sustained success.
Our Services Include:
Shareholder Protection
Protecting businesses in the event of a shareholder’s death.
Key Person Insurance
Managing business risk in the event of a key member of business operations becoming critically ill or death.
Relevant Life Cover
A tax-efficient solution to personal life cover, paid from by the business.
Group Insurances
To help cover 2 or more individuals for life cover, protect their income and protect their health.
Business Savings
Navigating the financial landscape is integral to sustaining and expanding your enterprise. Introducing our bespoke Business Savings Solutions – a catalyst for amplifying your financial resilience and unlocking new avenues of growth. In an era defined by economic fluctuations and market intricacies, our tailored savings strategies are designed to empower your business with
financial agility. Discover a spectrum of innovative solutions meticulously crafted to optimise your capital, boost liquidity, and fortify your financial foundation.
Our Services Cover:
Cash Management
Help spread the risk of having too much cash in any single account and take advantage of better interest rates.
In-company Investment
Invest into stocks, shares and other asset classes through business cash to build wealth faster without drawing from the business.
Profit Extraction
Extract profits tax-efficiently through different investment vehicles that will reduce corporation tax to build private wealth.
Private Wealth
Your financial success is not just a goal - it's a journey, and we're here to guide you through every step. Introducing our bespoke Private Wealth Management services, meticulously designed to empower discerning business owners.
In the complex realm of personal and business finances, our expert advisors are dedicated to tailoring strategies that align with your unique goals and aspirations. From investment optimisation to tax planning, estate management, and more, we specialise in cultivating and safeguarding your wealth for a prosperous and secure tomorrow. Embark on a personalised financial voyage with us, where your success is not just a destination but a continuous evolution.
Our Services Cover:
Personal Cashflow
A highly tailored cashflow model for your personal affairs to support managing income and expenditure whilst maintaining lifestyle and building wealth.
Estate Planning
Through the use of various trusts, manage your estate and inheritance tax to protect and plan your succession.
Contact us
We’re here to work with you - so get in touch and tell us what you need.
Fill in this form or call: 01344 774174.
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