Chadwicks Enterprise
Wealth Management for Business Owners
Aligning personal goals with business strategy
A fresh take on wealth management - designed for entrepreneurs, business owners, and leadership teams. At Chadwicks, we start by understanding what drives you and your business.
Since 1996, we’ve helped people make better financial decisions, with a particular focus on those building and leading businesses. Whether you're exploring a new idea, scaling up, or planning your exit, we’re here as a trusted sounding board every step of the way.
Business Is Personal
We get it - your business isn’t just a job, it’s your life. It’s what you think about in the shower, and what keeps you up at 3am. We help you bring structure to those ideas, challenge your thinking, and guide you toward better decisions. In short, we help you create the wealth we then help you manage.
Growth brings opportunity - but also complexity. From making the right strategic choices, to funding decisions to employee engagement and tax planning, we help you align business success with your financial goals, so today’s growth builds tomorrow’s security.
Planning Your Exit
Selling or exiting a business is one of the biggest financial and emotional decisions you’ll ever make. We help you structure the process, protect the wealth you’ve built, and ensure the proceeds support your lifestyle, family and ambitions – whatever you choose to do next.
Preparing for Life Beyond Business
When you step away, your business is no longer your safety net. We’ll help you prepare for this transition, making sure your wealth continues to support your next chapter. Whether you want to explore new projects, give back, or simply enjoy the freedom you’ve earned, our advisers will help you get ready for the change.
Real-World Insight
Working closely with businesses at every stage gives us a unique perspective on what makes them succeed. We use that insight to help you navigate challenges and move forward with confidence.
Wherever You Are on the Journey
Whether you're growing, planning your exit, or simply figuring out what’s next, we offer practical, thoughtful advice tailored to your goals.
Business Wealth Management FAQs
What financial advice do business owners need most?
Business owners often face complex decisions around strategic planning, funding, tax efficiency, reinvestment, and employee engagement. We help you align these with your personal wealth goals so your business supports both growth and long-term security.
How can Chadwicks support me when I’m selling or exiting my business?
We act as a trusted sounding board to help structure your exit, protect your wealth, and secure your legacy. Our advice covers everything from increasing the value you can realise from your business to tax efficiency and how your proceeds can support the next stage of your life.
Why is it important to plan for life beyond business?
When you step away, your business is no longer your safety net. A clear financial plan ensures your wealth supports your lifestyle, goals, and family for years to come.
I often feel isolated making big financial decisions - how can you help?
Many business owners carry the burden of making decisions alone. At Chadwicks, we provide clarity, perspective, and reassurance - giving you the sounding board you need to move forward with confidence.
What does business wealth management actually involve?
Business wealth management looks at both sides of your financial life — your company and your personal wealth. We help you connect the two, making sure decisions in the business also protect and grow your own long-term financial security.