Supporting Business Owners Beyond the Balance Sheet
At Southover Wealth, we understand that running a business is more than a full-time job, it’s a way of life. As a business owner, your financial priorities are often closely tied to the growth and success of your company and your personal and professional goals are deeply connected. That’s where we come in.
We work with business owners at every stage—whether you're just getting established, scaling up or planning your exit. Our tailored advice helps you make confident decisions not just for your business, but for your family and future too.
Your business. Your future. Our expertise.
Our service is built around the fact that no two businesses are the same. That’s why we take the time to understand your priorities, challenges and ambitions before building a bespoke financial plan that works for you.
We can help you with:
Business protection – Safeguard your company against the unexpected with cover such as key person protection, shareholder protection and business loan protection.
Employee benefits – Attract and retain top talent with well-structured pension schemes, healthcare packages and group income protection.
Exit & succession planning – Whether you plan to sell, hand over to family or wind down, we’ll help you exit on your terms, with strategies that optimise tax efficiency and maximise value.
Tax planning – Make the most of allowances and reliefs to retain more of what you earn, both personally and through your business.
Pension & retirement planning – Ensure your long-term financial security with effective pension strategies, including ways to extract profits tax-efficiently from your business.
A joined-up approach
Our advice is holistic, meaning we look at your full financial picture, not just your business accounts. We can collaborate with your accountant or solicitor to deliver joined-up, strategic advice that supports all aspects of your wealth.
Whether you're looking to protect your business, reward your employees or secure your legacy, Southover Wealth is here to guide you.
Let’s build your future, together.
To speak with one of our advisers about how we can support your business, get in touch.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.
Exit strategies my involve the referral to a service that is separate and distinct to those offered by St. James's Place.
SJP Approved 16/06/2025
