The freedom to colour outside the lines.

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For entrepreneurs to established enterprises

Minding your business

Demanding peak performance from every aspect of your business is part and parcel of corporate life. And in a world in perpetual flux, you need on-the-button insights and portfolio management from a firm that’s highly responsive – and deeply experienced. From multinationals to SMEs, our advice is grounded in intelligent analysis. Whether advising on efficient profit extraction, protecting your company or establishing the right sale price to unlock financial independence, we’ll enable you to weather any storm. And achieve any goal.

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Original thinking for original thinkers

Just like your logo and strapline, your wealth strategies should reflect the individual way you do business. From asset and shareholder protection to group pension plans and life assurance, we’ll map out your personal plans and your business’ potential. 

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Some of our business services

SHAREHOLDER PROTECTION
Entrepreneurs to established enterprises
Can ensure you retain control of your business in the event a key shareholder dies. Insurance policies can provide you with capital to purchase the shares of the deceased shareholder.
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Entrepreneurs to established enterprises
Entrepreneurs to established enterprises
Can ensure you retain control of your business in the event a key shareholder dies. Insurance policies can provide you with capital to purchase the shares of the deceased shareholder.
Get in touch
RELEVENT LIFE ASSURANCE
RELEVENT LIFE ASSURANCE
Can ensure you retain control of your business in the event a key shareholder dies. Insurance policies can provide you with capital to purchase the shares of the deceased shareholder.
Get in touch
ONE TO ONE STAFF MEETINGS
ONE TO ONE STAFF MEETINGS
Can ensure you retain control of your business in the event a key shareholder dies. Insurance policies can provide you with capital to purchase the shares of the deceased shareholder.
Get in touch
GROUP PERSONAL PENSIONS
GROUP PERSONAL PENSIONS
Can ensure you retain control of your business in the event a key shareholder dies. Insurance policies can provide you with capital to purchase the shares of the deceased shareholder.
Get in touch
GROUP LIFE/DEATH IN SERVICE
GROUP LIFE/DEATH IN SERVICE
Can ensure you retain control of your business in the event a key shareholder dies. Insurance policies can provide you with capital to purchase the shares of the deceased shareholder.
Get in touch

Wealth management services for business:

SHAREHOLDER PROTECTION
BUSINESS PLANNING
RELEVANT LIFE ASSURANCE
ONE-TO-ONE STAFF MEETINGS
GROUP PERSONAL PENSIONS
GROUP LIFE/DEATH IN SERVICE
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The Financial Conduct Authority does not regulate Estate and Trust Planning or tax planning.

Our wealth management services

Protection Planning
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Tax Planning
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Retirement Planning
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Financial Planning
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Jonathon has taken the time to understand our situation, lifestyle and outlook, and formulate achievable financial objectives.

Synthesis Client

Bristol
A very professional and relaxed exchange, and a bespoke and that’s truly unique.

Ian

Bath
My family and I found it really helpful talking to Samantha. She helped us understand our options and patiently talked us through aspects of our finances that we had not considered properly before. We really enjoyed our conversation and are looking forward to working with Samantha in the future.

Luke

London
Samantha is very knowledgeable and spent time understanding my circumstances and my retirement wants and needs. Samantha helped me plan for a comfortable retirement which is what I was hoping to achieve.

Caira

Bath