Looking to gradually step back or fully exit your business?
We can help you;
- Recognise your ‘magic number’ - the amount of money you need from your business sale to live your dream life.
- Understand whether you can retire sooner than expected or whether more work is needed to get your business ‘sale ready’
- Get your finances in shape in the run up to, during and after the sale.
As part of our Premium Partnership we are offering, no obligation, financial health checks for all Premium Partner business owners, at our cost.
We are one of the UKs leading Wealth Managers. We help people across the UK & Ireland plan and shape their financial futures by protecting, growing and managing their money.
Whether you are looking to step back from your business, planning towards retirement, structuring or preserving your income or creating a strategy to provide a lasting legacy to the next generation, we’ll help you prepare for the future and meet your goals with a solid financial plan that’s tailored to you.
Life doesn’t always turn out the way we expect. Some life events such as marriage, an unexpected windfall or a business exit, offer exciting opportunities. While others, such as divorce or illness can be more challenging.
What unifies these life events is their potential to influence our long-term financial security. Deciding the best course of action isn’t easy, which is why it’s important to get financial advice from someone you can trust. Within our Wales office, we have dedicated teams who specialise in expert financial planning and investment solutions.
We offer a full range of financial advice for individuals, families, charities, clients of independent financial advisers and trustees. We are also proud holders of Cynnig Cymraeg accreditation, which has been awarded for the standard of Welsh language services we offer. To discuss your financial future, today, please feel free to contact us.