Building a business into a successful brand that you eventually sell onto others to continue their journey, while you step back and contemplate retirement, needs professional advice and guidance.
You will have understood every aspect of that business from your competitors, the marketplace, profit margins, targets, and your customers. The conversion of what you know and have understood for years into a monetary amount, will now create a potential vulnerability, a marketplace you don’t understand, where you need professional advice from someone you can trust.
IF YOU HAVE SOLD YOUR BUSINESS WHY USE OUR SERVICES?
Well firstly we are directly regulated through the FCA, ensuring you have the highest degree of investor protection, and we must abide by the highest standards of compliance and regulation.
As independent advisers with over 40 years of experience, we consider the whole market, providing unbiased advice on a holistic basis. This ensures you receive advice based upon every option as opposed to restricted advisers, who might have a limited range of offerings.
We’re specialists in providing proactive investment advice. This is important as it ensures we actively monitor market trends and make proactive strategic adjustments to your portfolio to maximise returns and minimise risks. Our goal is to provide you with the best possible outcomes by staying ahead of market movements and making informed decisions. Few advisers provide this valuable advice process preferring to offer reactive advice, which can increase risks and impact investment performance.
Finally, we can evidence our advice, we have hundreds of happy clients and we can share how our proactive advice process has achieved optimal returns, so you can trust what we are saying.
Selling a business is life changing, it opens opportunities that you’ve only dreamt about, and the ability to discuss everything with professionals who specialise in this area will provide you with peace of mind.
WE PROVIDE A WEALTH MENTORING SERVICES FOR BUSINESS OWNERS
This is a complete end to end mentoring service. We will assess your initial plans, capital expenditure, holidays etc and identify the existing assets you’ve accumulated such as pensions, ISA’s, property.
We can then advise you how best to generate the income you need, given your individual circumstances as well as due consideration of the various marketplaces that could impact you.
This will include;
Assessing what existing pension arrangements you have in place and deciding whether to utilise these or defer access for tax benefits?
Identifying what level of income you require, and how best to achieve this from the available resources, following your planned expenditure.
Consider what platforms are available for equities, cash and property and which are most suitable for you.
Assess what risks need to be considered if any and consider what degree of risk you are comfortable with.
Identify if inheritance tax is a concern and outline ways to immediately reduce this, without gifting capital.
Provide detailed investment recommendations on an independent basis, outlining a complete analysis of what to invest, where to invest it, enabling you to enjoy your retirement, while we implement and manage everything for you.
We then provide ongoing support reviewing our strategies regularly with you. This ensures we are ahead of market trends, adjusting our approach to accommodate ways to optimise returns.
Here at Winchester Investment Solutions, we can manage all assets including, cash, property as well as traditional investments. We don’t hold clients’ cash ourselves, ensuring your assets are always invested directly with providers.
If you are interested in this service and would like more information, then a more detailed breakdown of our service can be located at our sister website here. Alternatively, if you would like a meeting to discuss what we do, then let’s have a conversation.
Everyone’s circumstances are unique, so it can be helpful to have a brief chat to quickly identify the service we provide, our charges and value we can offer you.
WHY NOT SCHEDULE A CONVERSATION WITH CHRIS DOWNING NOW
Free initial Zoom meeting: 30 minutes
Free initial Phone call: 30 minutes