Total wealth management advice for entrepreneurs
Powering your journey from business success to personal wealth, so you can enjoy what's next. Our aim is to make your money work as hard for you as you did to earn it.
How we help entrepreneurs embrace what's next
We work with entrepreneurs to provide them with the right advice at every stage of their business – from helping to safeguard the business through solutions such as share protection and key person insurance, to advice on how to structure salary and dividends, to helping you with your exit strategy.
While there is lots of support available when scaling your business, at Evelyn Partners we believe that the exit market is under-served, and we are here to provide the insights and advice you need when you are considering selling your business.
Why Evelyn Partners for entrepreneurs?
We represent you and your personal wealth throughout your business exit journey to help you make life-changing decisions with confidence and maximise your returns.
Our seasoned practitioners are business exit specialists. We are distinctive in the market with dual expertise in financial planning and investment management from initial planning to exit and beyond.
Financial planning
Find out moreWe help you answer the burning questions: how much will I need? How do I plan for my kids’ future? How do I manage tax efficiency? What lifestyle choices are realistic? We use cashflow modelling to develop a comprehensive and unique plan for your personal finances.
Investment management
Find out moreWe build a tailored investment strategy with the aim of preserving and growing your wealth, with a focus on protecting what you have worked so hard to build. If you have already received a sum from the sale of your business but need time to think about what’s next, we can manage your money until you have a plan in place. Remember, investing comes with risk and you can get back less than invested.
Personalised advice
We take time to prioritise what matters most to you - providing tailored financial solutions during and after your business exit. We build your understanding of how to look at your wealth as it evolves from income to capital.
Partnership
We partner you with our experts who have supported 100s of other business owners with their exits. We also work with your other advisers to get the best possible outcome for you both during and after your business deal.
Visit our Hall of Fame
Learn from the inspiring stories of other ingenious entrepreneurs.
“ Knockbacks are part and parcel of an entrepreneur’s life and something I learnt to deal with from an early age. ‘Get up, dust yourself off. Go again, son’ my father would always tell me when something didn’t go my way. It’s a lesson that still helps me overcome life’s hurdles. ”
Fresh perspectives
- Insight
How can entrepreneurs maximise their investment post-funding rounds
The Cash and Cautious Bond portfolio can offer a better alternative to traditional corporate savings accounts and reduces the hassle of managing multiple deposits
- Insight
What’s next? Combined business exit and financial advice for entrepreneurs
Helping entrepreneurs to make a smooth transition from building their business, to enjoying the proceeds and creating long-term financial security
- Insight
Dealing with deal fatigue: financial tips for post-business exit planning
Jumping right into big decisions about personal finances after selling a business may not be the best option. We look at how you can structure your finances to provide safety and protection against inflation while you decide what’s next
This information is for UK residents only.
If you are a US-connected client of Evelyn Partners, see our US website.