Dhiraj (2) (1)

Advice for entrepreneurs and their businesses

Experts in wealth, accountancy and business advisory services.

How we help entrepreneurs build winning businesses

Converting a dream into a successful business requires intuition, skill and stamina. You'll need vision and passion, a great team, a sustainable business model and a product or service that people want to buy. For a business to succeed, it must evolve, develop and disrupt, finding a better or different way to challenge the status quo.

We work with entrepreneurs and management teams at every stage of the business lifecycle. We champion and promote entrepreneurship, focusing our energy and expertise on aspirational and growing businesses whose founders want to succeed and make a difference.

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Learn from the inspiring stories of other ingenious entrepreneurs.

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We go the extra mile for our clients

We give you:

  • A unique ‘one-stop shop’ of services for you, your family and your business
  • A powerful network of entrepreneurs for introductions, collaboration and connection
  • Specially chosen strategic partners to help you drive your business
  • Specialist insight through regular events and shared knowledge
  • Access to CLA Global, an international accounting network we co-founded that can support your global ambitions

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.
HOF Entrepreneurs George Bevis 1920X1080 George Bevis - Founder of Tide

What we can do for you

As an entrepreneur, your personal and professional finances are connected. That’s why we take the time to get to know you, your business and what’s important to you. Get the right advice and solutions to suit each aspect of your busy life.

  • Financial Planning

    It’s easy to put off thinking about your own financial future when you’re focused on the here and now of running your own business. There’s no ‘one size fits all’ solution when it comes to financial planning, which is why we give you a service that’s tailored to your needs and circumstances.

  • Business outsourcing services

    From help with the day-to-day running of your business to accounting and tax compliance, with our support we can help streamline your business and reduce risk.

  • Investment Management

    Our focus is on preserving and growing your wealth to give you financial security both now and in the future. Your investment manager will build a bespoke, diversified portfolio for you and then manage it in line with your wishes.

  • Assurance and accounting

    Whether your business is starting up or long-established, its success depends on effective and accurate financial systems and controls so you can meet your business and compliance requirements.

  • Personal Tax

    We’ll give you a specialist trusted adviser to manage your personal tax affairs. They’ll take the lead in making sure you’re fully compliant now and planning ahead for your own or your family’s financial future.

  • Business tax

    We’ll help you make sure your business’ tax affairs are in order. An effective tax plan will help you make the most of all available tax reliefs and maximise savings.

  • Pensions and retirement

    Your business and career might seem all-consuming, but life after work can come round quicker than you think. We can help you make the most of your pension and other investments to achieve the retirement you want.

  • Corporate finance and transactions

    Whether you’re raising funds or seeking to sell or make an acquisition, looking to list or exploring expansion, the right advice and support could mean the difference between success and failure.

Speak to a specialist

Powerful, good advice. That’s what we’re here to provide.

It’s only by taking the time to truly understand you and your ambitions that we can provide the services you and your business need to flourish. Get in touch or request a call back today - our experts will be happy to support you.

Nick Travis Investment management
Partner, Head of Entrepreneurs, Investment management

Nick Travis

Entrepreneurs Investment management