Wealth Management for Entrepreneurs - because it's not all about the money

Selling your business can mean security not just for you but for generations to come. Being confronted with a large amount of money can be daunting even for experienced business owners.

  • How much do you need for yourself?
  • How much should you give to your children? You don't want them to struggle but you don't want to take away their ambition.
  • How do you make sure your wishes will be respected after you've gone?
  • Which tax structure should you use and is this likely to stand the test of time?
  • How should you invest for the very long-term?
  • Should you think about philanthropy?

We have a specialised approach for larger portfolios that addresses all these issues in a structured, measured way. Importantly, it keeps you in control throughout the process.

Learn more about our approach to wealth management...

Our Investment Philosophy

An intelligent approach to investing.

Our Socially Responsible Investment Philosophy

A balanced approach to SRI that retains robust risk controls.

Our Risk Philosophy

Managing risk effectively.

Our Fee Philosophy

Our fees are fair and transparent.

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Watch our latest videos...

22 March 2023

The 2023 Spring Budget

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30 January 2023

2022 - what it meant for retirement income prospects

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24 November 2022

Autumn Statement. November 2022

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1 August 2022

Warren Buffet’s Two Rules

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Helping entrepreneurial owners create a focused, differentiated business with distinct brand, vision and values.


Designing and implementing strategies to turn a profitable business into a valuable business.


Understanding that for successful business owners it is about much more than the money.

Upcoming Masterclasses...

2023 - what it meant for prospects in 2024

9 January 2024

2023 is another year many will be glad to see the back of. As we go into the new year, this session will look back over the last 12 months before moving on to consider some positive aspects that suggest we may have turned a corner as we enter 2024.

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Introducing Behavioural Economics

8 February 2024

Theories from the field of Behavioural Economics are being used increasingly by governments, regulators and companies to 'nudge' us towards the right decision - in their eyes at least. This session explores the foundations of this emerging field of study.

Find out more and book