Wealth Management Financial Advice for Business Owners
Bennett Griffin Wealth Management works with a wide range of business owners to help them manage their wealth and plan for the future. From our offices in Worthing, we provide comprehensive, independent financial planning services for business owners across Sussex and wider South East England.
We can help you with issues such as managing the revenue from your business, succession planning and converting your business assets into a retirement income when you are ready to step down from your company.
Bennett Griffin Wealth Management Ltd (BGWM) is a joint venture between Bennett Griffin Solicitors and Carpenter Box Wealth Management. Our highly skilled financial advisers work closely with a range of professionals, including solicitors, accountants and tax advisers, providing a fully integrated wealth management service to meet your unique needs.
Our wealth management services are entirely independent, unrestricted and without bias. This means we can act with complete integrity and always offer the legal and financial solutions that best match your interests and goals.
Why use Bennett Griffin Wealth Management for your business?
When you use our financial planning service, we offer the following key benefits:
Expert financial advice and/or investment management
- The creation of a clear and entirely bespoke financial plan that allows you to meet your financial goals and make the most of your money
- Regular reviews of your investments and savings so we can continually ensure you are getting the very best results
- You will feel completely in control while having total peace of mind and financial freedom
BGWM is authorised and regulated by the Financial Conduct Authority.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found at www.financial-ombudsman.org.uk
Contact our business wealth management team now
To discuss your options for managing your business assets and profits, or to find out more about the BGWM team and our services, please get in touch.