Running a business.
With so many competing demands on your time, it’s little wonder that your personal finances have been neglected. Now’s the time to correct that, with our expert help.
Bringing your personal finances back into focus.
When you’re running a business, your energy is poured into making it succeed. Sadly, this is often at the expense of your own financial planning. Pensions, investments, protection, and even exit strategies can be left on the back burner while more urgent matters take priority.
Our team is here to change that. At De Mellow & Co, we work with successful, time-poor business owners to bring clarity, structure, and momentum to their personal finances. You focus on your business, and we’ll help ensure your wealth works just as hard as you do.
Exit strategies may involve the referral to a service that is separate and distinct to those offered by St. James’s Place.
There for you, every step of the way.
Extracting profit tax-efficiently.
There’s more than one way to take money from your business. Our specialists will help you understand your options, from dividends and pension contributions to protection policies. Then we’ll show you how each one can support your goals while keeping tax to a minimum.
Putting the right protection in place.
Could your business survive if you weren’t there tomorrow? With us, you’ll explore key person cover, shareholder protection, and other safeguards that help keep things running. The ultimate goal is to help your loved ones avoid disruption or uncertainty in the event of the unexpected.
Preparing for a future exit.
Whether you plan to sell, step back, or pass the business on, early planning is key. Our team will work with your accountant and any other third-party professionals to create a tax-efficient plan for your eventual exit. With our expert help and guidance, your business journey will end as well as it began.
Rebuilding your personal finances.
With your business exit on the horizon, attention turns back to you. Let us show you how to invest the proceeds wisely, review your retirement position, and create a long-term plan for the life you want after business. Say goodbye to pressure and hello to lasting peace of mind.
Words of praise from valued clients.
Delivering the highest standards of professionalism? Don’t just take our word for it. Here, real clients share their experiences, and reveal why they’d be delighted to recommend us.
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Our ratings and reviews.
Chartered Financial Planners
Good Business Charter
