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Business owners
Your business isn’t just your main source of income, but your legacy. With our help, you’ll maximise your financial potential and secure a strong future for you and your loved ones.
Advisers that speak your language
It’s surely the dream of any business owner to see their professional success translate into personal financial security. The ideal situation would be having time to focus on your company while your personal wealth is expertly managed, growing, and protected.
With us, it’s possible. Providing comprehensive financial planning for successful entrepreneurs is our speciality, and helping you achieve the prosperity and reassurance you deserve is what drives us every day.
Since 2005, our specialists have supported countless business owners in streamlining their personal and professional finances. If you’d like to experience the same peace of mind for yourself, there’s no time like the present.
What we do
Create the financial plan you haven’t had time to
Understandably, your focus up to this point is likely to have been driving your company's success, leaving little time to get your personal finances in order. Our advisers truly understand this challenge. Working with you, they’ll create a plan that will allow you to concentrate on your business and give you the peace of mind of knowing your wealth is in good hands.
Handle employee benefits and auto-enrolment
Attracting and retaining top talent is crucial for your business’s success and future value. Our experienced team can help you put together a competitive employee benefits package and navigate your pension auto-enrolment requirements. By enhancing your company’s appeal to both current and potential employees, you’ll make your business more attractive to buyers too.
Liaise with your solicitors and accountants
Any business owner worth their salt recognises the importance of having the right team around them. In us, you’ve got your newest addition. Our friendly professionals will work seamlessly with your accountants or solicitors, complementing the services they’re already providing for you. This collaborative approach puts all aspects of your financial life in alignment.
Help keep your business wealth in the family
If your business is your legacy, you must take all steps necessary to protect it. Choose us, and you’ll get expert guidance on the personal and professional safeguards applicable to you. Our financial planners are well-versed in things like shareholder protection, key person insurance, and life cover, ensuring your loved ones don’t lose out if the unthinkable happens.
What clients say
Discover the Blackstone difference, as described by those who’ve benefited from it. In their own words, people like you reveal how their lives have been transformed with our expert help.
Our clients speak
97.960%
of clients believe that working with us has helped or will help them achieve their financial goals
95.830%
of those who answered definitively would recommend us to their friends, family or colleagues
1000%
of clients were satisfied that we understood their needs and objectives
Resources
When it comes to growing your wealth, knowledge is power. Our free resources are carefully crafted to help you gain valuable wisdom and make smarter choices with your money.
View resourcesHow we work
Senior managers
and directors
As a top executive, you need a financial partner who understands your unique position. Together, we’ll translate professional achievements into lasting financial security and growth.
Young professionals
It’s never too early to lay the foundations for lifelong success. Our expert team will help you navigate career challenges, manage debt, and start growing your wealth the right way.
Retirees
Retirement should be a time of happiness and contentment, and with us by your side, it can be. Get the dedicated guidance you need to preserve your wealth and savour your prime years.