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For Business Owners & Self Employed

Securing your business and its future

Whether you’re thinking about growing your business or figuring out how to leave it, or if you need help with aspects such as employee benefits or insurance for shareholders, we can guide you through all that comes with owning a business.
As an expert in your chosen field you understand the benefits of expertise. Ensuring your financial wellbeing is cared for by an independent financial advisor, who is on your side and can help you keep focus on delivering your expertise to your clients.

Business Protection

Business protection insurance protects a company financially when its owners or employees are affected by illness or death.

Employee Benefits

Offering a comprehensive employee benefits package can help your business in many ways.

Workplace Pension Schemes

Set-up a scheme for your employees or have an existing scheme reviewed to ensure it meets your business needs.
Unsure where to start with financiall planning?

Book a Discovery Meeting

How we'll help you

Balancing risk and reward

It’s likely you’ve had to take some risks to become successful in business, your personal risk profile, combined with that of your businesses will be considered closely when investing what you’ve worked hard to achieve.

Nurturing your vision and goals

Business and personal goals are often more closely linked than you’d realise. Our advisors will become trusted people within your circle and we work hard to prioritise your objectives and plan for your future.

Tax efficient solutions

Running the most tax efficient business is not difficult to do with qualified expert advice, we’ll unlock, where appropriate, tax benefits and assist with director remuneration packages.

Guidance on employee benefit schemes

Whether its health insurance, flexible benefits, salary sacrifice or a fleet of electric vehicles, we’ll help you deliver an excellent environment for your employees.

Contact us to discuss your goals or to simply find out more.

At Right Wealth Management we believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you and your loved ones with a life lived to the fullest. Whatever your circumstances.

Financial Planning Frequently Asked questions

Do I have to pay for an initial meeting?
The initial meeting with one of our Wealth Planners or Protection Specialists is entirely at our expense. At this point, we’re still getting to know you, finding out about your objectives and how we might help.
Please be aware that you won’t get any personal financial advice or recommendations as part of these initial meetings and discussions. You’ll only pay if you decide to take financial advice by signing a charges agreement. But your adviser will make sure you know what the charges are first before we proceed.
Our initial meeting will be via telephone, video conference or in person.
The initial meeting with one of our Wealth Planners or Protection Specialists is entirely at our expense. At this point, we’re still getting to know you, finding out about your objectives and how we might help.
The initial meeting with one of our Wealth Planners or Protection Specialists is entirely at our expense. At this point, we’re still getting to know you, finding out about your objectives and how we might help.
When you take regulated advice, we will give you a personalised recommendation based on your circumstances and the information you have provided. This means that you can take your complaint to the Financial Ombudsman Service if you think you were mis-sold a product or recommended something unsuitable, and you will be protected by the Financial Services Compensation Scheme.

How can we help?

Get in touch with our team to find out how we can provide you with financial peace of mind.