Business owners

As a business owner myself, I understand the demands involved in managing and controlling a successful business. It is both challenging and rewarding, requiring a great deal of commitment, energy and mental stamina.

You understand your business, and whether written down in a formal business plan or as a vision in your own mind, you have goals and ambitions both personally and for your company.

These could include:-

  • Business acquisition and expansion
  • Achieving financial security
  • Quality of life for yourself and your employees
  • Building a legacy for the next generation

Perhaps you have other ambitions, but whatever they are, they are specific to your business and you need someone who understands your aspirations and who can help you and your business achieve its financial objectives.

The following list, although not exhaustive, indicates the main areas where Trowlock Wealth Management LLP can help you with your corporate and personal financial planning.


  • Retirement planning
  • Employee benefits - group life, critical illness or private medical
  • Employee share ownership
  • Total reward strategy

Personal Financial Planning for Directors

  • Realising and accessing wealth
  • Exit and succession planning*
  • Shareholder protection
  • Retirement planning including SIPPs/SSASs
  • Property investment planning
  • Management Buyout/Buy in*


  • Key person insurance
  • Business banking
  • Bespoke specialist insurance audit
  • Commercial lending**

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.

*This may involve a service that is separate and distinct from those offered by St. James's Place.

**Commercial lending may not be regulated by the Financial Conduct Authority.

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.