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
Our Business Risk Management Review provides a robust framework for:
We’ll also help you put in place effective solutions such as buy/sell agreements, shareholder protection, key person insurance, and business expense cover.
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.
Our services include:
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.
Rob and Mary