Successful Business Owners
We help to understand your financial and personal needs from your business. We ensure the business is working for you, not you working for the business.
Successful
business owners
How we define a successful business owner
Our clients come from all walks of life and what we call “normal people done well”. You’ll have unique needs and specific challenges. You’re at phase three of your business cycle, with the business being established for a number of years, and you’ll be questioning the next steps. Most importantly, you’ll be asking yourself:
“What now?”.
You’re aged 45-65 and a centrally based established successful business owner. You’ve found yourself in phase three of your life/business cycle which can feel a little alien. You’ll be asking yourself “What now?”, for you personally and the business.
You’re financially comfortable; your business has rewarded your hard work and personal sacrifices and you have the trappings of wealth. Despite approaches, you’re not ready to sell your business, maybe within the next ten years but you’re undecided.
One thing is for certain, while you enjoy your work, you want to wrestle back time from the business for you and do some of the fun stuff. You want to be safe in the knowledge that the business will survive and thrive without you, while the work you do is what you enjoy.
You have grown-up children who are finding their own way in life, and you’re perhaps facing the prospect of having to care for your parents. You remain active, love sport, socialising, travel and experiences. Life is pretty good, but what now?
Ultimately, despite approaches, you are not ready to sell your business just yet but know you need to take a step back. That’s where we come in.
How we work
How we work with successful business owners
We understand that your needs are different. Your day is full of challenges and decisions. Work-life can be very hectic with personal life sacrifices a frequent occurrence. We remove those 3 am moments by providing great advice, outstanding service, care and attention that results in far more value than typical advisory fees will deliver.
We provide a highly personalised service with your own dedicated team, including a financial planner, client service specialist, in-house technical and investment expertise, and access to a virtual family office via our trusted alliances with other professionals.

We’re heading in a much better direction than we’d ever get to with another financial adviser. It’s not too strong to say it has changed our lives.
John Booth
Henwood Court Client
What are your challenges
You might be asking yourself…
97
%
of business owners would recommend our services
88
%
were very satisfied that we understood their life goals
100
%
believe working with us has helped achieve their financial goals
Businesssense®
Businesssense®
Businesssense® is a service provided exclusively to clients, as part of our Financialsense® Service. Businesssense® is designed to help our clients’ businesses in several ways.
find out more
You cannot compare them to my previous advisers, as what we get is so much more and so much better…They’re not the best at what they do, they’re the only ones that do what they do.
Dean Harper
Business owner
Meet our clients