Own a business?

Comprehensive service

We are a truly integrated wealth business with combined financial planning and wealth management expertise. If, as a business owner or senior executive, you are already working with an accountancy or legal practice, we can work with you both as a trusted team and act as one voice by partnering their expertise with ours. Our experience spans a broad range of unique personal and professional challenges.

How we support you

Holistic financial planning

atomos can help you protect and grow your wealth; covering tax, pensions, estate planning, family & business protection and cashflow modelling.

Pension planning

We support owners and directors with their own pensions and retirement plans. This can include advice on SIPPs, SSASs and defined benefit pensions as well as holding commercial property within a pension fund.

Investment management

Our investment management team can offer a wide range of investment options to individuals, couples and large families with assets held in different tax structures.

Preparing your business for sale

atomos works with you to create an exit strategy to help maximise the value of your business sale proceeds in a tax efficient manner to give you the retirement you’ve been dreaming of.

Estate planning

We can help clients to mitigate their potential inheritance tax liability and to pass wealth to future generations.

How we can help

Financial planning

We cover all the main pillars of comprehensive financial planning for entrepreneurs, executives and partners. Its inclusive of retirement, estate, Investment and tax planning, as well as later life needs, mortgages & equity release and protecting the family wealth.

Bespoke investment services

Offered by our in-house portfolio managers to cater to the needs of high net worth business owners with customised portfolios that can include a diverse range of assets aligning your objectives and specific tax planning requirements. We invest corporate assets too – helping your business grow by putting spare capital or to work.

Protecting your Business

Our specialist financial planners can support putting in place business protection, in the form of shareholder or partnership insurance that pays out on death of a executive owner or partner. In addition, insurance can cover the inevitable cost of business disruption if a key person dies or become incapacitated.

Passing on wealth

Intergenerational wealth transfer is a cornerstone of our corporate service at atomos. We often help the generations manage or pass on business interests. Helping families navigate the complex financial and tax landscape and ensuring business wealth is passed efficiently - particularly with reference to avoidance of Inheritance Tax and navigating Business Relief.