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End to end financial planning and investment management

For founders, business owners and entrepreneurs

Entrepreneurial 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. We help you 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.

Contact us

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
X number of dedicated wealth management experts supporting business owners across the UK
X number of years supporting founders, owners and entrepreneurs at each stage of their journey
X number of business owners actively supported by Quilter Cheviot

Q&A

What financial planning do entrepreneurs need?

When should a business owner start exit planning?

How can I protect my wealth after selling a business?

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.

Contact us

The value of your investments and the income from them can fall and you may not recover what you invested.