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Business owners deserve advice that grows with them. We can help you scale with confidence, prepare intelligently for exit and stay connected to expert partners throughout. So when the moment comes you can turn success into a legacy for you and your family
Colin Monton, Head of Client Development – Corporate and Entrepreneurs
Built for the way entrepreneurs create wealth
Running a business means your financial life rarely stands still. We support founders and business owners at every stage, helping you make informed decisions, reduce complexity, and keep your personal finances working in step with your ambitions.
You’ve built something significant. Our services aim to protect it, grow it, and turn your business success into lasting personal wealth. Whether you’re scaling, planning an exit or considering what’s next, Quilter Cheviot provides the clarity and confidence to move forward.
Would you like to speak to one of our specialists?
Contact us by submitting the online form below and one of the team members will get in touch.
Our framework for business owners
ScaleReady
As your business grows, so do the demands on your time. We help ensure your personal finances keep pace, including:
- Tax-aware financial planning
- Access to liquidity
- Protection for you, your family and key people
ExitReady
A well-planned exit can shape the next chapter of your life. We help you:
- Understand your financial position pre-and post-sale
- Model different exit scenarios through our tailored cashflow modelling tools
- Structure proceeds tax efficiently
- Plan the long-term impact for yourself and your family
Our goal is to help founders make confident decisions long before negotiations begin.
LegacyReady
Life after an exit looks different for everyone. We help you structure your wealth clearly and sustainably, whether your priorities include:
- Supporting your lifestyle through intelligent income structuring
- Investing to grow your wealth
- Family planning and succession
- Philanthropy and creating purpose
- Lifestyle planning
Financial planning
We build a clear financial plan aligned with your business and personal goals. This includes:
- Lifetime cashflow modelling
- Tax-aware investment planning strategies
- Pension and retirement planning
- Efficient ways to extract value from your business
- Succession planning and estate considerations
Investment management
Your investment strategy should reflect your circumstances and the stage your business is in. We design portfolios that:
- Help diversify your wealth
- Maintain appropriate liquidity
- Support pre- and post-exit lifestyle needs
- Align investment risk with your long-term objectives
Protection
We help identify and manage the risks that could affect:
- Your business
- Your family
- Your long-term financial plan
Banking and borrowing
Through our banking partners, we can introduce you to:
- Banking that supports your wealth and needs
- Tailored lending solutions
- Liquidity around major transactions
Would you like to speak to one of our specialists?
Contact us by submitting the online form below and one of the team members will get in touch.
Trusts, estate planning, mortgage, tax: Trusts, Estate planning, Taxation and Inheritance Tax Advice are not regulated by the Financial Conduct Authority.
Tax treatment varies according to individual circumstances and is subject to change.