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Supporting you and your business

As independent business owners ourselves, we appreciate many of the challenges you face on a day to day basis, which puts us in a better position to support you more effectively.

We understand that your business and personal finances are inextricably linked and both need to be considered when aligning your financial journey.

You may want to leave a legacy, provide a good standard of living for yourself and your family or sell your venture.

With a plethora of knowledge and experience gained over the years, we can offer clarity and direction to help you manage and grow your wealth.

Whatever your ambition, we will manage your wealth for your benefit leaving you more time to focus on your business and life.

What to do with surplus company money

Capital surplus to your day to day requirements could be made to work harder. There are a number of options open to you.

We will put together a strategy depending on your objectives.

Transferring business wealth into personal wealth

For all you accomplish now and in the future, it is important to make the most of your wealth. Strategic approaches to taxes and estate planning can help you to build, preserve and enjoy what you have earned.

Proactive Investment Management

Planning for the future

Are you thinking of reducing your input in the business or simply to stop at a point in time?

Is your strategy to build the business over time and sell, either to another company owner or to existing employees?

Perhaps you plan to transfer ownership of your business to family?

Whatever your intentions for the future, we can assist and support you.

If you would like to discuss your situation call our team on 01934 645511 or Get in touch