Business Owners

Being a Business Owner, your focus will be, quite rightly, on your business. Our team of Wealth Managers are on hand to help you in both business and personal financial planning.

With a clear track record advising businesses & their owners, we can help you achieve your family, business, financial and lifestyle objectives. As part of this process, we will work closely with your existing professional advisers, helping you make the most of your business assets as well as your personal assets.

With an agreed financial plan, this will allow you to focus on growing your business without having to worry about your financial wellbeing and financial future. This should not only benefit you in regards to making the most of allowances, but also it will improve your peace of mind and increase the amount of time you can spend enjoying the limited time you will get away from your business.

Chris, Piers, Ian, Richard & Georgia all work with business owners, of all shapes and sizes, on a daily basis. Using our team will be the coronation of your business.

“The team at Coronation Wealth helped me to formulate my business, understand the risks and other considerations. They’re now looking after my family and their financial objectives.” - an Entrepreneur and founder of a Health and Fitness app.


Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in a number of advice areas.