Wealth Management

Looking after your personal wealth

Personal finances can be complex for business owners and, with such demanding work lives, our clients often struggle to ensure their personal wealth is working as hard as they are. To help you make the most of your wealth while also ensuring you have the time to concentrate on your business, our experts at Clive Owen work closely with FCA regulated financial adviser, Evelyn Partners.

To find out more about how we work with Evelyn Partners, listen to what David Smith has to say in our video below.

If you are looking for financial advice, Evelyn Partners is an award-winning financial planning and investment company that builds on a heritage of more than 180 years. Their clients include private individuals, families, charities, professionals and business owners, and they look after more than £55 billion on their behalf.

What makes Evelyn Partners the right choice for Clive Owen is that as well as having a depth of expertise in helping business owners, they also have a strong presence in the North East, enabling us to work hand in hand with Evelyn’s local experts to provide a comprehensive service for our clients.

Read for yourself on how this can benefit you. 

Investment news

Stay up to date with the latest news, research and investment ideas from Evelyn Partners.

How Evelyn Partners can help

Services for business owners

Evelyn Partners support business owners by:

  • Arranging business protection to protect you against unforeseen business risks such as the serious illness or death of key personnel
  • Working with you to understand when you can afford to exit your business. This may be far from your mind but the earlier you work with a financial adviser, the smoother the exit when the time eventually comes
  • Transferring your business wealth back into personal wealth in a tax-efficient way


While many business owners plan to sell their businesses to fund retirement, pensions do come with considerable benefits that shouldn’t be overlooked, in particular generous tax allowances. They can also provide you with regular income in retirement. Evelyn’s experts can work with you to understand how pensions could benefit you and structure your finances in the most tax-efficient way.

Tax-efficient investments

As well as pensions there are other tax-efficient investments that can help you invest for the future while managing personal tax bills. Evelyn can advise you on the range of options from ISAs to more complex schemes that carry a higher level of investment risk.

Estate planning and Inheritance Tax

With forward planning and expert guidance, there are many ways to minimise the amount of tax that any beneficiaries of your estate will have to pay in the future. Evelyn can create a plan for passing on your wealth and, where applicable, in conjunction with ourselves, your business, in the most tax-efficient way.

Investment services

The performance of any investments you have is likely to have a huge impact on the amount of money you have in the future, so as well as working with you to structure your finances, Evelyn Partner’s investment experts can build an investment portfolio for you. They will manage this for you over time, making sure that you are always invested in high-quality investments in line with the level of investment risk you are comfortable taking.

Sustainable investments

Now, more than ever, ethical and sustainable investing is at the forefront of our client’s minds. There are different types of sustainable investments, from impact investing to generate a positive social impact alongside profit to E.S.G investing which incorporates a risk analysis of both environmental and social outcomes.


View a full range of investment guides here.

For more information on how Evelyn Partners could help you, contact your local Clive Owen office.

Important information
The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. This is not advice to invest, or to use any of Evelyn’s services. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. Please note Evelyn Partners do not provide tax advice. Advice in relation to Inheritance Tax planning is not regulated by the Financial Conduct Authority.

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