At Robinson Wealth, we specialise in working with UK-based business owners who seek tailored, practical advice to secure their financial future. Whether you’re just starting out, scaling up, or preparing for succession, we understand the unique challenges you face.
At the heart of our approach is a commitment to offering more than just financial advice. We create a trusted network of experts whom we can refer to, including legal and accountancy professionals, who work together seamlessly to provide solutions tailored to your unique goals. From tax planning to estate structuring, we see ourselves as partners in your journey—helping you make confident decisions, protect your wealth and achieve long-term success: whatever that looks like to you.
Please note that where there is a referral service, the service provided is separate and distinct to those offered by St. James's Place.
When you’re ready to partner with financial experts who truly understand the complexities of running a business, let’s talk.
Growing and safeguarding your wealth is essential for any business owner. Our investment planning services focus on helping you develop a strategy tailored to your financial goals and risk appetite. By leveraging a range of investment solutions, we offer:
Our advice is centred on the potential for long-term growth and inflation protection to help secure your future.
Whatever stage you are at as a business owner, we will explore your current investments and financial position, create a tailored plan to help you achieve your goals, and act on your behalf to grow and safeguard your wealth.
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.
As a business owner, your retirement strategy is vital—not just for you but for your business and loved ones. Whether you’re planning decades in advance or transitioning soon, we provide:
With options tailored to your goals, we simplify complex decisions so you can retire on your terms.
Whatever point you are at as a business owner, we will explore your current pension provisions and retirement goals, create a plan to achieve the lifestyle you envision, and act on your behalf to secure your financial future.
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.
Running a business comes with risks, but your financial future shouldn’t. Our protection planning ensures that personal and professional assets are safeguarded against the uncertainties of life. We help you:
Planning ahead gives you the confidence to focus on what you do best—running your business.
Whatever stage you are at as a business owner, we will explore your current protections, design a plan to safeguard your assets and legacy, and act on your behalf to help ensure you and your loved ones are secure.
For business owners, wealth isn’t just about today—it’s about building a legacy. Intergenerational wealth management focuses on making your wealth work harder across your family’s lifetime. This includes:
This comprehensive service offering empowers your wealth to grow while creating meaningful opportunities for the people and causes you care about.
Whatever stage you are at as a business owner, we will explore your current wealth, plan your strategy it with your family’s goals, and act to ensure your legacy supports future generations effectively.
At Robinson Wealth we are proud to work with many diverse Family-owned businesses where succession planning is not only a business decision but an emotional personal family decision. Succession planning is vital for ensuring the continuity of your business when ownership or leadership changes hands. We help you design a clear, structured plan that identifies and prepares future leaders, ensuring a smooth transition. By establishing the right financial frameworks, we safeguard the future of your business across generations.
Whatever stage you are at as a business owner, we will explore your current position, plan a strategy to optimise your financial position as an exiting business owner, and act on your behalf to help you achieve a successful and seamless succession.
A well-executed business sale requires careful planning to ensure a smooth transition and maximum financial gain. Our business exit planning service helps you prepare your company for sale or succession, optimising its value while minimising tax liabilities. Whether you plan to sell, merge, or pass on your business, we guide you through each step to protect your wealth and legacy.
Whatever stage you are at as a business owner, we will explore your current position, plan a strategy to optimise your financial position as an exiting business owner, and act on your behalf to help you plan for your life after selling your business.
Exit strategies involve the referral to a service that is separate and distinct to those offered by St. James’s Place.
We recognise that your personal and business finances are deeply interconnected, and addressing key legal and financial matters is crucial. We provide access to trusted specialists in wills, estate planning, and other critical services to ensure your assets are protected and your legacy is secure. With our network of experts, you can seamlessly manage all aspects of your financial life.
Robinson Wealth is a trusted partner for financial planning for business owners, whatever questions, ideas or concerns you have – we will explore your current situation, work with you to create a tailored plan for your future, and act on your behalf to help you achieve your goals with confidence.
Will writing and legal advice involved the referral to a service that is separate and distinct to those offered by St James’s Place. Wills are not regulated by the Financial Conduct Authority.
