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.

Enjoy. to have the benefit of; use with satisfaction.

Watch our latest videos...

22 March 2023

The 2023 Spring Budget

Watch now...

30 January 2023

2022 - what it meant for retirement income prospects

Watch now...

24 November 2022

Autumn Statement. November 2022

Watch now...

1 August 2022

Warren Buffet’s Two Rules

Watch now...


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...

Driving Innovation

22 April 2024

Sustainable competitive advantage is the holy grail of business and we’ll be considering the impact a focus on creativity and innovation has in creating market-leading products and services.

Find out more and book