PROVIDING PEACE OF MIND FOR BUSINESS OWNERS, SHAREHOLDERS AND TRUSTEES.

TRANSITION. DE-RISK. SUCCEED.

A successful enterprise has key stakeholders who rely on it – now and in the future. With our range of ‘Financial Resilience’ services, we can help to protect and secure your investments.

Our formula to success

CLARITY + INSIGHT + PARTNERSHIP
A SIMPLE AND ELEGANT LIFE 

 

SHAREHOLDER FINANCIAL RESILIENCE

Our Business Risk Management Review provides a robust framework for:

  • Identifying and quantifying key human capital risks
  • Identifying existing funding arrangements
  • Quantifying the residual gaps and risks
  • Making recommendations on covering those gaps.

We’ll also help you put in place effective solutions such as buy/sell agreements, shareholder protection, key person insurance, and business expense cover.

"GREAT SOLUTIONS THAT CUT THROUGH THE OBSTACLES, CAPTURED THE SPIRIT OF THE INITIATIVE AND PRESENTED A SIMPLE AND EFFECTIVE ALTERNATIVE THAT ENABLED THINGS TO PROGRESS CONSTRUCTIVELY."

Pru, Chief Executive 

BUSINESS INVESTMENT ADVICE

Ensuring the value of your organisation’s investments achieve stakeholder needs and expectations through a structured, evidence-based approach. Our solutions are based on long-term, low cost and proven strategies that help directors and trustees meet their obligations and requirements.

TRUSTEE INVESTMENT

Our services include: 

  1. Designing an Investment Policy Statement (or reviewing the current one) to ensure the value of your organisation’s investments achieve stakeholder needs and expectations. 
  2. Developing and implementing structured, evidence-based solutions, based on long-term, low cost and proven strategies, to help trustees meet your obligations and requirements.
  3. Working with you over time, to help you manage and grow investment funds.

TRANSITION TO RETIREMENT

An effective exit strategy and transition to retirement is key to making the most of the accumulated value of your business, and ensure the proceeds are invested and managed wisely. In combination with our partners, we can provide a range of valuation, succession planning, legal and investment management services, so you can make the most of your Transition to Retirement.

Our Transition to Retirement service is an integrated advice programme that helps professionals and SME owners become financially independent of their practice or business – when you want, for the price you want. Based on our six-step Personal Financial Resilience programme, it takes you on a highly structured journey from discovering your key objectives, goals, and desires to putting in place a best-practice investment solution.

Peter offered us the chance to have an initial no-obligation meeting, which we took up. He spent much of that meeting really delving down into our values, relationships, who and what was important to us, but mainly what we wanted to achieve with our money.

Rob and Mary

Rob and Mary