Business owners and entrepreneurs

Wealth that works for you.

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Introduction

For many owners, business is personal.

A business isn’t simply an asset. It’s a source of purpose, of security. For many owners, it’s the foundation of their family’s future plans.

But when business and life goals are disconnected, you end up with problems – maybe healthy profits but no personal freedom.

Drawing on 30 years of experience, we support business owners with comprehensive wealth management, from investment strategies to exit planning. So the business you build can support the life you want to live.

Make the connection

Our clients’ experience

Struggling to see the bigger picture?

Many business owners are so focused on growth that they forget what it’s all for.

  • No headspace

    Little time to think beyond the day-to-day demands

  • Little liquidity

    Too much personal wealth tied up in the business

  • Tax traps

    An inefficient approach to salary, pensions and dividends

  • No exit plan

    No clear idea how you’ll step back when the time comes

  • Wealth gaps

    Failure to link pensions, investments and retirement planning

How we help

Taking space to breathe pays dividends.

We give owners and entrepreneurs like you the space to think about what you really want from your business.

How can you make sure that the wealth you’ve created works as hard as possible for you, your family and your future? What do you want from the coming years? When would you feel ready to slow down or step back, and how will you know when you’ve done enough?

Understanding these things, we can structure your wealth in a way that gives you confidence, control, and choice about what you do inside and outside work.

Key needs

Connect the dots, compound the gains.

Good financial planning involves many elements – from director pensions to exit planning – and most business owners only have space to tackle these one at a time. But these things don’t work in isolation.

Everything is connected

By bringing our services together in a joined-up, forward-looking strategy, we make sure your business and your wealth work harder for you.

  • Purpose & objectives

    Defining what you need your business to do for you

  • Tax-efficient income

    Getting the best from salary, dividends, pensions and benefits

  • Wealth extraction

    Making sure wealth is available when you need it

  • Cash management

    Protecting your profits against forces like inflation

  • Investment planning

    Acting intentionally and efficiently, inside your business and out

  • Protection & continuity

    Being prepared in the event of death, illness or disruption

  • Exit planning

    Looking ahead to sale, succession or retirement

  • Retirement planning

    Feeling confident about your future beyond the business

Our expertise

Entrepreneurs put everything into their business. We’re here to help you get more out.

Marcus Hamblin

Chartered Financial Planner

Meet Marcus

Why we're different

  • Bespoke, by design

    We take the time to understand you and your ambitions properly.

  • Long term in outlook

    With 30 years of hard-won experience, we think in decades, not quarters.

  • A genuine partner

    We rarely just advise. We build lasting relationships, based on clear thinking.

  • Fiercely independent

    Our advice is shaped solely by what is right. Independent in ownership and thinking.

  • Technical excellence

    Our people are some of the most qualified, experienced and skilled in the industry.

  • Service you can feel

    Warmth, care and attention to detail sit at the heart of everything we do.

Integrated financial planning

Working as one.

Investments, tax, pensions, protection, retirement planning, estate planning… All influence one another. We bring them together in such a way that they become more than the sum of their parts.

Wealth Management

Wealth Management

Objective setting

Be clear about where your wealth is right now – and where you want to be

Visit Objective setting

Investment planning

Build a portfolio that matches your goals, needs, risk profile and timeframe

Tax planning

Get the best from your hard-earned income, investments and assets

Cashflow modelling

Stress-test how your wealth might work across different life decisions

Protection

Safeguard your lifestyle and loved ones for when the world throws curveballs

Retirement planning

Know what ‘enough’ looks like – and start planning for an exciting new chapter

Estate planning

Make sure your wealth works not just for you, but for your loved ones too

How it works

It all starts with you.

  • Meeting you

    We start with a wide-ranging, unhurried conversation – at no charge – to understand what you really want from your wealth.

  • Mapping your wealth

    We review everything from your income sources to investments, to see how we could make your wealth work harder for you.

  • Making a plan

    As an independent firm, we recommend those products and services we truly believe in – all in a joined-up, forward-looking strategy.

  • Managing the process

    Once you’re happy, we handle everything from provider transfers to pension restructuring, leaving your wealth organised and clear.

  • Checking in

    We meet you regularly to review and adapt your position, based on any changes in markets, legislation, and life priorities.

Testimonials

Satisfied clients? Take their word for it.

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    John Smith

  • As long term clients we have experienced exceptional planning, guidance and service from this excellent firm for more than 20 years.

    Michael Howard-Kyan

    CEO, Spargo Engineering

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    Hugo Fyrst

    CFO, ACME Ltd.