WHAT DO I DO?
I work with business owners to put a financial plan in place to protect the future of their business in the event of a shareholder passing away
WHAT RESULTS CAN YOU EXPECT?
Peace of mind for all shareholders by alleviating the stress of this situation with:
- A succession plan that avoids uncertainty
- An agreed lump sum payout to avoid shares being held by disinterested family members
- Securing the future of the business with a better chance of returning to normal sooner
Securing the future of the business and avoiding conflicts maintains the best interests of the business.
HOW DO I GET THIS DONE?
A call or in person meeting to discuss the shareholders wishes to guide a proposed protection plan that meets the needs of the business, shareholders and families.
The aim here is to avoid disputes, challenges of probate, or needing to raise additional funds for buy-outs at an already traumatic time.
CONTACT ME IF YOU.....
- Own your own business or have a significant shareholding in a limited company
- have an inadequate or no shareholder protection in place
- want to protect the future of your business
5* REVIEWS FROM PREVIOUS CLIENTS
GET STARTED
To find out more, message me here on LinkedIn today or email cieran.downes@sjpp.co.uk
The value of your investment can go down as well as up. You could get back less than you invested.
Trusts and SSASs are not regulated by the Financial Conduct Authority.
Regent Dow Wealth Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management PLC (which is authorised and regulated by the Financial Conduct Authority).
SJP Approved 19/06/2023
Company Details
- Founded
- -
- Address
- 30 Lombard Street, London,england Ec3v 9bq,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.regentdow.co.uk/
- Keywords
- Financial Planning, Financial Advice, Small Business Financial Planning, Inheritance Tax planning, Estate Planning, Defined Benefit Pensions, Intergenerational Wealth Planning, Trusts, Investment Planning, Portfolio Planning, ISAs, Asset Preservation, Family Protection, Whole of Life Advice, Wealth Management, Corporate Pension Planning, SIPP / SSAS Advice.
- HQ
- London, England
Regent Dow Wealth Limited Questions
Regent Dow Wealth Limited's website is http://www.regentdow.co.uk/
Regent Dow Wealth Limited's LinkedIn profile is https://uk.linkedin.com/company/regentdow
Regent Dow Wealth Limited's industry is
Financial Services
Regent Dow Wealth Limited's top competitors are
Mount Stuart Wealth Management Limited,
Scouting Sim Family Advisors,
St. James’s Place,
The Gen Z Club,
Rowan Dartington,
Zoe,
St. James's Place Wealth Management,
Centrum India,
White Lotus Wealth,
Wb Wealth Ltd.
Regent Dow Wealth Limited's categories are Financial Services
Regent Dow Wealth Limited's founding year is 2017
