Business Wealth Management
Achieve your business goals and protect valuable assets
AMFA’s Business Wealth Management works to drive business growth and maximise profitability. There are different key stages to any business journey and our advisers at AMFA work closely with you to identify your needs whether they be to enhance company performance, offer financial protection, extracting wealth tax efficiently, or even exit planning to maximise yours and your future generation’s wealth.
Our Business Wealth Management solutions
Our professional Business Wealth Management services help all kinds of businesses to build, preserve and manage wealth so they can pursue their financial goals. Whether you are scaling up or ready to sell, there are many challenges that can threaten performance and growth.
AMFA’s financial advisers will guide you through these challenges and help you to take decisive action that can positively impact on business success. We will recommend opportunities and advice to champion your personal interests from start up to exit.
OUR SERVICES
Financial Enhancement
To enhance the profitability of your business our advisers research interest rates on cash accounts and tax efficient corporate investments as well as recommending employee benefits and workplace pensions.
Financial protection for your business
Ensuring your employees health and wellbeing and reducing time away from work with private medical plans or having arrangements in place to protect shareholder’s equity value is key to protecting your business.
Extracting Value
At AMFA our advisers implement tax efficient profit extraction strategies to extract value from the business whilst ensuring a secure future for employees and directors.
Retirement Planning
If you are ready for a new chapter, our advisers work with you to implement an exit strategy that safeguards your capital and minimises tax liability upon the sale of the business.
Why choose AMFA for your Private Wealth Management
Whether you are an entrepreneur with a start up business that is looking to enhance and grow, or are at a later stage in your business lifecycle and starting to plan your future exit strategy, AMFA has over 40 years’ experience implementing unrivalled business wealth management solutions.
Knowing that your business wealth is expertly managed can relieve an enormous amount of pressure, allowing you the confidence to focus on running your business without the worry of tax implications or knowing your finances are protected. AMFA remains independent and impartial when it comes to financial advice so you can be sure our recommendations are in your best interest.
Get in touch about our Business Wealth Management services today.
- 40+ years experience
- 2,500 + clients with a high retention rate
- 400m+ assets under management
- Independent and impartial financial advice
- Tailored support to your personal needs
- Family run business with a collaborative approach to advice
- Experienced central investment committee reviewing our investment portfolios
Effective Wealth Management – a journey through 4 key life-stages
Discover which areas of financial planning and investment should be considered depending on your current life stage and how we can help you achieve your goals.
Find out what stage you are right now….
An introduction to the team who can help you
Asset Management Financial Advisers Ltd offer a forward thinking and innovative approach to financial planning, underpinned by Independent Financial Advice. Find out more about us and how we might help…
The staff are friendly, thorough, diligent and provide a superb service
Paul Fletcher – BBC