Sobell Rhodes starts where other accountants finish

Wealth management

You've worked hard to build your personal wealth and we'd like to see you keep as much of it as you possibly can.

We can help you to try and maintain the same standard of living in your retirement as you currently do.  However to achieve this requires us to do considerable forward planning and look carefully at a number of areas of your finances.

Your business

If you are a business owner, we need to consider what your exit strategy is going to be. Will you simply pass on your business to the next generation?

Will you sell the business, perhaps to a current management team?

How do you go about valuing the business?

How do you find a buyer?

Your pension

You need to consider how adequate your pension provision is.

Do you have the right type of pension?

What are the pension possibilities open to business owners and directors?

Have you made full use of all your allowances?

Your savings and investments

You need to consider the balance of your saving and investment portfolio.

Do you have the right balance between savings and investments?

Do you have the right balance between high and low risk exposures?

Your life assurance and long-term care

You need to consider the level of your life insurance and what would happen to you if you became incapacitated.

Do you have adequate life assurance?

Have you made provision for possible long-term care and medical insurance for you and your spouse?

Together we can help you answer all these questions, then recommend solutions tailored to your particular needs.

This is what helps make Sobell Rhodes different.

Ask us how we can contribute to your future success.

Email different@sobellrhodes.co.uk or call 020 8429 8800.

This firm is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.