For business owners, entrepreneurs and busy professionals, personal finances can often become secondary to the demands of running a business or managing a career. Yet the decisions you make today can have a significant impact on your future financial security and the legacy you leave behind.
At Clive Owen, we work closely with FCA-regulated financial adviser Evelyn Partners to provide integrated wealth management and financial planning services. Together, we help individuals, families and business owners make informed decisions about investing, retirement, succession and wealth preservation.
Every client has different priorities, ambitions and financial circumstances. Our approach is tailored to your specific objectives, helping you create a strategy that reflects your goals, appetite for risk and plans for the future.
Integrated Wealth Management and Financial Planning
Effective wealth management requires a coordinated approach. By considering investments, tax efficiency, retirement planning, protection and succession together, we help clients make decisions that support their long-term objectives.
Through our collaboration with Evelyn Partners, clients benefit from specialist financial planning and investment expertise, complemented by Clive Owen’s wider tax and business advisory capabilities.
Our wealth management services include:
- Personal financial planning and wealth strategy
- Investment management and portfolio construction
- Retirement and pension planning
- Tax-efficient investment opportunities
- Estate and inheritance planning
- Family wealth and intergenerational planning
- Personal and business protection planning
- Life assurance, income protection, Key Person and Relevant Life solutions
- Financial planning for business owners and shareholders
- Investing proceeds following a business sale or liquidity event
- Investing surplus company funds
- Cash flow forecasting and lifestyle modelling
- Sustainable and responsible investment options
- Ongoing review and support
Financial Planning for Business Owners
Business owners often face financial complexities that extend beyond personal wealth management. Decisions around extracting profits, reinvesting capital, protecting key individuals and planning for eventual succession all have long-term implications for both business and personal finances.
Working alongside Evelyn Partners, we help business owners take a joined-up approach to financial planning, ensuring business and personal objectives remain aligned.
Areas of support include:
- Aligning business and personal wealth strategies
- Tax-efficient extraction of profits and remuneration planning
- Investment of surplus company cash
- Preparing for a business sale, succession or management buyout
- Investment planning following liquidity events
- Key Person and shareholder protection planning
- Retirement and pension strategies for directors and business owners
- Long-term cash flow and financial security planning
Investment Management Services
Successful investing begins with understanding what you want your wealth to achieve. Whether your objectives are growth, income generation, preserving capital or funding future plans, investment strategies should be tailored to your circumstances and risk profile.
Through Evelyn Partners, clients can access professional investment management and ongoing advice designed to help build resilient portfolios and long-term financial confidence.
Areas of support include:
- Investment portfolio construction and management
- Long-term investment strategies
- Wealth preservation and diversification
- Sustainable and responsible investment approaches
- Investing business sale proceeds and other liquidity events
- Ongoing portfolio monitoring and review
Pensions and Retirement Planning
Retirement planning is about creating financial security and giving yourself choices for the future.
Through our collaboration with Evelyn Partners, clients can access specialist retirement advice designed to help build, manage and draw upon pension savings in a way that supports their desired lifestyle and long-term goals.
Services include:
- Pension planning and optimisation
- Retirement income strategies
- Pension consolidation guidance
- Long-term financial modelling
- Retirement transition planning
- Lifetime cash flow forecasting
Estate Planning and Tax-Efficient Wealth Transfer
Protecting wealth for future generations requires careful planning and coordinated advice.
Our combined expertise helps clients structure their affairs efficiently, considering both financial objectives and wider tax and succession considerations.
Support includes:
- Estate planning strategies
- Inheritance planning
- Intergenerational wealth planning
- Tax-efficient investment approaches
- Family governance and succession planning
- Long-term wealth preservation strategies
Why Clive Owen LLP and Evelyn Partners?
