Partnering Capital

Find out how we could work with you and your clients to give them the best possible outcome.

Partnering Together

Find out how we could work with you and your clients to give them the best possible outcome.

Professional partners webpage video

What we do

As a boutique chartered financial planning firm with a focus on building lasting client relationships, we know a thing or two about the entrepreneurial mind-set.

When business owners decide it’s time to sell, it raises all sorts of questions. Sure, there are questions about the procedural side of things – how the sale will progress, how to make sure everyone involved does everything they need to, making sure they do it right and on time.

But there are also the more personal questions – entrepreneurs have often invested a lifetime of hard work in their business. How can they be sure that now is the right time, how do they get the best possible deal and when they do, what comes next in life?

A safe pair of hands

It can be hard to navigate a business sale, but we can work together to make sure all your client’s concerns – the procedural, the financial and the more philosophical – are equally taken care of. We specialise in working with entrepreneurs, building their personal financial life plans to help them envisage what they’ll do post-sale.

We can enhance the work you do, helping your clients to have peace of mind throughout the entire sale process.

Your Questions Answered

If there’s anything you’d like to ask us, just get in touch. We’d love to talk.