At Sold My Business, we advise business owners how to invest their sale proceeds, turning ordinary decisions into extraordinary results, your own professional wealth mentor. We are specialists in investment, retirement planning, and estate planning, providing the best possible investment solutions for small business owners. We are one of Hampshires leading trusted independent financial advisers.
So now you have sold your business, what is the next step in ensuring that your individual plans and dreams are achieved?
Here at sold my business, we like to look at things a little differently from the typical financial adviser. We are a forward thinking independently owned specialist adviser, who assists business owners who have sold their business’s, but need bespoke guidance on how to move forward. We provide a proactive investment advisory service, re-positioning the asset allocation of all client’s investments, when necessary, as opposed to only during annual reviews, as most advisers do. This is time consuming for us, but highly beneficial to investor outcomes and is included within our service proposition at no extra cost.
We will provide a complete end to end service, your personal wealth mentor, outlining how to invest the proceeds both tax efficiently, but also addressing underlying strategies to accommodate your plans, your aspirations for your family and your required income for the future. We can even outline how to ensure you pass your wealth onto your family with minimal death duties, when the time comes. We will professionally manage everything for you, enabling you to enjoy your retirement, knowing you are in safe hands.
Why are Sold my Business well placed to advise you?
Well, we have been providing investment advice for over 40 years, we’ve experienced everything markets have endured since the early eighties, so there’s nothing we haven’t seen when it comes to how to position investments to accommodate investment cycles. We are independent, so we look at the whole of market, and we are directly regulated through the FCA, so you know we must maintain the highest standards when it comes to customer care and you are protected by a government regulator.
We have hundreds of happy clients, here are a few of the things they have said about us.
Why not have a free initial chat with us, so you can decide if you like the sound of what we do?