Busy entrepreneurs

Financial advice for business owners

Financial planning tailored for business owners
Build personal wealth alongside your business
Specialist advice on your exit, tax and investments
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Nick Rolf Retirement Planning
An entrepreneur at work looking for an adviser to manage his finances.

Build wealth beyond your business

Maximise your assets, adopt a disciplined financial approach, and enjoy the peace of mind that comes from knowing your finances are well managed.

We're here to be your strategic sounding board, making sure your business is protected and your investments are working for you.
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How it works

Supporting business owners and entrepreneurs

Financial roadmap

Your money should be doing more than sitting still - it should be working for you and the people who matter most.

Whether you’re planning an exit, aiming for early retirement, or figuring out what your business is really worth, we’ll help you map it out. We listen, we plan, and we stay with you until you get there.

Informed financial decisions

As Chartered financial planners, we will be your reliable sounding board for making big decisions.

‍Cashflow modelling is the bedrock of good financial planning. It also forms an integral part of our entrepreneurs’ wealth management service. Using sophisticated financial modelling software, we can demonstrate the impact different financial choices will have on your future and help you make fully informed decisions. It can provide useful insights and answers to key questions such as: How soon can I retire? What should I sell my business for? How much money should I be saving?

Investing for the future

As an entrepreneur, it’s difficult to find the balance between leaving money to grow within the business and extracting it for your everyday expenditure.

We help business owners invest in a wide variety of investment strategies as their businesses develop. Whether you are looking for high-risk or long-term stable investments, we will ensure your portfolio is well diversified with the right level of liquidity for you.

Preserving your wealth

When you’re focused on running your business, it’s easy to lose sight of your personal finances. We help preserve your wealth while you stay focused on growth. With the right insurance in place, you can protect what you’ve built and safeguard your future.

Tax efficiency

Ensuring your finances are structured in a tax-efficient way is key to growing your wealth. Making full use of your tax allowances is a key part of our wealth management for entrepreneurs service. We analyse these for you and advise you on how to mitigate your Capital Gains Tax, Inheritance Tax, Income Tax and more.
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Rob Small

“My family’s financial goals are at the heart of the work IQ does.”

Rob Small
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Mark Whitcroft

“The approach to finance has been very personal - about what I care about most.”

Mark Whitcroft
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Andy Mendelsohn

“I don’t have to worry about my money anymore.”

Andy Mendelsohn

FAQs

Can’t find the answer you’re looking for? Please chat to our team.
How does Investment Quorum support entrepreneurs?
Our wealth management for entrepreneurs service can assist at three different stages of your company’s life cycle.

In the beginning stages, we help you establish the necessary protections for your business and any key man cover you may need.

During the growth phase, we can help you explore options for developing employee loyalty and ensure your personal assets are invested appropriately.

In the exit phase, we help you organise your personal finances before selling your company and guide you through the post-sale implications. If you are thinking about retiring, we are here to help you transition smoothly and ensure your financial stability.
Why should I choose Investment Quorum for entrepreneurs’ wealth management?
As an IQ client, you’ll have your own dedicated wealth manager and client services individual allocated to your needs for entrepreneurs' wealth management.

Everyone you speak to knows you personally and you're welcome to call or meet with us whenever needed. By becoming a client of IQ, you join our extended family, with your goals and your family’s best interests becoming ours.

Investment Quorum is a fiercely independent business, entirely owned by our staff. We invest our own money alongside yours, ensuring that our values are aligned.
How much does financial advice for entrepreneurs cost?
At IQ, we champion transparent and fair pricing. Our services are bespoke, tailored to you as an individual.

Our straightforward charging structure will help you determine whether we’re the right match for you. You are also welcome to contact us to discuss specific fees for our services at any time.

Request a call from one of our advisers today.