We know that entrepreneurs are vibrant, fast paced and that every business is different, but our expertise can add value at every stage and help bring a bigger picture view. Working in partnership and bringing in professional skills at the right time, based on an end goal in mind.
Our wealth management service is designed completely around you and your business. We’ll consider your investment preferences, immediate and longer-term objectives, your attitude to risk and your personal knowledge and experience of investment matters.
GET IN TOUCHAt the heart of every decision of your investment plan is you. Your first meeting with our experienced and trusted client advisors is all about getting to know you. They will take their time to understand you and your needs and your business objectives, which enables us to provide you with a completely bespoke investment strategy that accommodates your needs and lifestyle.
GET IN TOUCHMaking the most out of important financial opportunities may require flexible lending solutions. At Brown Shipley, our specialist lending services work alongside other wealth management services to create a solution that’s right for you and your business.
GET IN TOUCHWe know that well considered and planned decisions have better outcomes than reactive ones. With guidance, expertise and experience at hand for you throughout your business journey, we can help you think through what’s important to you and your family, and in turn what part your business plays in that. We work with you to create a plan that will better equip you to make decisions with impact.
Our priority is ensuring that we understand your complete financial situation. With this knowledge, we can take a flexible approach to reaching your goals, considering any challenges and opportunities that come our way.
At Brown Shipley, we understand that entrepreneurs and business owners have a unique set of motivations, challenges, and goals. We ensure to provide a unique approach tailored to your specific needs to help protect the success you’ve worked so hard to achieve.
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We believe it’s beneficial to be an active partner throughout every stage of your business’s growth cycle. Whatever challenges, milestones, and opportunities your business may come across, our range of services and trusted expertise are here to support you.
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As your partner, we share our expertise to help you think about the full picture including your business and personal priorities. Our services aim to add real value to your plans, creating better outcomes for you and your family. We can offer a second opinion on important decisions to help you get the most out of your business, as well as exit strategies and pension planning.
Investing puts your capital at risk.
Lending is subject to status at Brown Shipley’s discretion.