Our succession planning advice can help you maximise the success of your business both today and in the future.

Why Plan Now?
Most business owners want to transfer control or exit ownership within the next decade, however, less than a third have a formal succession plan in place.

The Process
Our business owner succession services comprise a comprehensive approach to business transition that can help you navigate through your business and personal financial life cycles.

Our team includes professionals trained in diverse disciplines to help you manage each step of the succession process and steer a path that leads to your strategic goals. Some of the questions you may wish to consider are:

  • How will the transaction contribute to your personal financial goals and affect your lifestyle?
  • How does this transition affect your estate-planning objectives?
  • Does your succession team require the finance to complete the transaction?
  • What will be the effect on the business before and after the transaction?




My wife and I are now both retired and have relied on Wealthcare for guidance and advice on pensions, our investments and on a wide range of financial issues. We have never been failed and the advice has always been prompt, reliable, professional and, equally as important, explained in non financial jargon thereby making understanding so much simpler.

Mr & Mrs Franks - Individual Clients

Both myself and my business partner Andrew have used Wealthcare for a number of years now and cannot recommend them highly enough. They've arranged plans which protect us in several areas including life insurance, critical injury and key man cover, Stephen also organised for a shareholders' agreement to be put in place for extra peace of mind.

Sizzle Creative Agency Limited

It wasn’t hard to choose Wealthcare from the list of brokers eager to win our business. From the very start, they sought to understand our company’s particular needs and (importantly) how I choose to work. They listen and deliver. Available to discuss any query, they are friendly, easy to communicate with, responsive, and always looking to go the extra mile to meet our expectations. How could I do anything other than heartily recommend this excellent organisation.

Timpson Limited

The Healthcare team have been a pleasure to deal with as they have made the process of sorting out and managing our PMI straightforward and simple. The Claims and Admin staff are very knowledgeable and will always go the extra mile.

Hodgsons Chartered Accountants

Both Michelle and Rachael have been fantastic. Thank you from the bottom of my heart. I will always recommend you and your company, you have been nothing but supportive, professional, diligent and great fun.

David Smith, Smith and Jones Management

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