Fees
Fair, transparent fees
We are committed to transparency across all areas, and this includes the way we structure and disclose our fees. At the start of our relationship together, during the Discovery Meeting, we will set out exactly what we charge so there are no hidden surprises. Ultimately, you are paying for our insight and expertise as not only financial planners but business owners ourselves.
Our services include the following
A financial plan that helps you take control of your future and puts you and your family first
Advice on how to build personal wealth from your business and maximise the use of your personal income
A professional investment management service to ensure you meet your long-term goals
Help with estate planning so you have the financial freedom to look back and know you made the right decisions
Business sale planning in conjunction with your other professional advisers.
A lifelong alliance
We want to cement a long-term, trusted relationship with you, which means our service continues even after implementation. We schedule future planning meetings once a year so we can catch up with where you are and check that your plans are still in line with your goals. We continue to work with you in retirement to ensure that your finances are managed in a way that allows you to do the things that are most important to you.
Read our reviews
As you can see, our clients believe in our work and have taken the time to leave feedback. Here are just a handful of our recent reviews – we’re delighted to positively impact the lives of others.
Get in touch
Expert Strategies to Sell or Exit Your Business with Confidence - Delivered with Paul Cantwell, Cantwell Corporate Finance
Wednesday 25 February. 10 am
Are you thinking about exiting your business — now or in the next few years?
For business owners, deciding when and how to sell or exit is one of the most important financial decisions you’ll ever make. Done well, it can secure your future. Done poorly, it can cost you dearly.
Join us for this free, practical webinar, where we’ll share clear, real-world strategies to help you plan your exit with confidence.
What will you learn?
During this session, we’ll cover:
- A real-life case study with key lessons from a recent sale
- Exit strategies suited to different types of businesses
- How to prepare your business for a smoother, more successful sale or transition.
Who should attend?
This webinar is ideal for business owners who:
- Are considering selling their business in the next 3–5 years
- Want to be fully prepared for the sales process
- Aim to maximise value and avoid costly, common mistakes.
When?
The webinar will take place at 10:00 am on Wednesday 25 February.
It’ll last for 30 minutes, including time to ensure we answer everyone’s questions.