Working with Entrepreneurs and Business Owners

We have been working with the generators of wealth since 1792. First as commercial bankers providing funding, then as wealth managers, stewarding their acquired wealth. We have supported the families of business owners over many generations.

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How we support you

We recognise your business is your life's work. We seek to steward your wealth so it can support your personal circumstances and ambitions, and the needs of your family and business.

Listening to your needs

Our relationships are based on mutual trust and understanding. From the start, we will take the time to listen, to understand your journey: what it has taken to get to where you are today and your hopes, ambitions, goals, fears, and needs for the future. 

Offering long-term support

We recognise the needs of business owners are multi-faceted and change over time. We strive to be a trusted adviser for the long-term, allowing you to move forward with confidence.

Bringing together your circle of advice

Working in synergy with legal, tax, and accountancy teams, we can build personalised investment portfolios that reflect your lifestyle and financial needs.

Planning expertise

Our advisers can help you plan a business exit or transfer, using industry-leading tools and research to help you understand the financial considerations and the support needed for you to move forwards with certainty and security.

Keeping you tax efficient

We will work with you and your tax advisers to maximise your tax efficiency including income, capital gains and inheritance tax.

Offering you flexibility

We'll structure your wealth flexibly, freeing up your time to focus on your personal ambitions, your family and the big picture of your business strategy. 

Our services to support you

Wealth Management Service

Entrust your dedicated Financial Planner and Investment Manager to provide you with a holistic financial plan and personalised investment strategy.

  • We’ll explore your financial requirements to create a plan that matches your individual needs and goals.
  • We'll give you confidence in your investment decisions based on your investment strategy.
  • We’ll form a secure financial future for you and your loved ones.
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Holistic Financial Planning

A carefully designed financial plan can give you the freedom to do even more of the things you want to do and maybe even things you never thought possible.

  • We'll create a financial plan that matches your individual needs and objectives.
  • We can help you become more tax-efficient with your savings with our range of planning tools and techniques.
  • Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.
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Bespoke Investment Service

Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you don't miss out on opportunities or are exposed to unnecessary risks.

  • We'll construct a bespoke portfolio based on your circumstances and investment objectives.
  • You’ll have direct contact with your Investment Manager, so you can speak to the person responsible for your portfolio.
  • Enjoy the peace of mind knowing your investments are being continuously monitored and adjusted.
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More insights

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28 Feb 2024 | 3 min read

Completing the circle of advice

Our reputation is built on strong, collaborative relationships. If you do not have a tax adviser or an accountant, we have relationships with many providers across the UK and will make sure we pull together the most appropriate panel of experts to protect your interests.

How we work with you and your advisers

  • We draw together the most effective team taking into account cultural fit and personality as much as skills and experience.
  • That team will work to structure your wealth in the most efficient way.
  • Our aim is to ensure the highest level of integrated client service at all times.

Request a call back

Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert local to you.

0207 739 8200 (Open Mon-Fri, 9am-5pm)

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