LIFE STAGES WE SUPPORT WITH

You could be in the early stages of business, starting a family, or looking for some advice on saving, investing and wealth accumulation. We’ll help you lay the foundations for your ideal future with a personalised financial plan that evolves with your journey and focuses on your values and goals.

Do you have questions about your current adviser? Perhaps you have some investments that aren’t performing as you hoped. Or, you may have a niggling doubt that you’re not getting the best out of your current set up. We can give you a Second Opinion. The review won’t cost a penny. At most, you’ll walk away with impactful changes to make. At least, you’ll get priceless peace of mind. Find out more here.

Selling your business is an incredibly emotional, busy time. We can support you in the lead-up to the sale, helping you understand the number you’d need to sell for to give you the life you want. Then, we can guide you through the whole process, with advice on tax-efficient exit strategies, and when and how to sell. We also work closely with CP Deals – market leaders in Corporate Finance, Transaction Services, Transaction Tax, and all things M&A. Read our collaborative guide on the 7 key stages of selling a business here.

Have you won the Lottery? Perhaps you’ve received a sizeable inheritance? If you’ve obtained immediate wealth of any kind, we can advise you on protecting and growing your money to ensure it lasts a lifetime. These can be life-changing events, with plenty of emotions at play. We have the expertise to guide you through the change, with financial planning to forecast your spending, understand various scenarios, and realise your ideal lifestyle and goals.

Involving a financial planner early can help bring clarity to the settlement, in an often emotionally charged environment. We can help you split assets and consider your overall aims with regard to wealth preservation. We’ll also ensure any settlement is made within the window for spousal exemption to protect your tax position, and guide you through cash flow modelling considering all of your assets, from pensions, business shares and ISAs to physical assets like property.

We help our clients plan for and successfully transition into retirement, with cash flow modelling to visualise your financial future, advice on structuring your assets appropriately to ride out any market volatility, and an expert coach in your corner to ensure you’re doing everything tax-efficiently. We’ll regularly revisit your financial plan so it stays relevant, and adapt it based on any new dreams, objectives, or major events.