Owner-managed businesses

We are specialists in partnering with business owners and entrepreneurs, helping you protect and preserve your wealth for generations to come.

Julian Roebuck – Managing Director – Gresham Office Furniture Business owner

Protecting your interests

We understand the importance of looking after what you have worked hard to build. We can advise on how best to structure your business to mitigate personal risk, and help you secure personal assets to ensure financial best practice. With specialist support and a tailored strategy, we will help you achieve financial security that encourages business growth.

Richard Advising Owner Managed Businesses

Your ideal retirement

We will help you plan for life beyond the business and into your retirement years. From the age at which you would like to retire to your ideal lifestyle in this stage, we can advise you on the best course of action in line with your objectives. And when the time comes, our experts can work alongside your other professionals to facilitate the sale of the business.

Stephen Greenhalgh – Managing Director – JJO plc Business owner

Your wider needs

We take a holistic approach to financial planning, so our service extends beyond the needs of the business. Whether it is providing financial advice for your family members, planning for the cost of long-term care, or support with leaving a legacy, we will act as your financial partners throughout – so you can have peace of mind for the future.