You've sold your business. Now let's make the proceeds work for the rest of your life.

Going from owning a business to holding a large sum of cash is a big change. The income that once came from your business now needs to come from your investments, and the decisions you make in the first year can have a lasting impact. There's no need to rush.

Is this you?

You've recently sold, or are about to settle. The proceeds are sitting in the bank while you work out what to do. You're being approached by banks, fund managers and friends with ideas, and you want advice from someone independent.

Questions we often help with

Where should the money sit while I decide? How do I turn a lump sum into a reliable income? How quickly should I invest it? How do I balance growth, security and access to cash?

How we help

We start with a clear plan for your life after the sale, then build a portfolio designed to provide income and long-term growth. Where appropriate, we invest gradually rather than all at once, and we stay alongside you as your plans evolve.