Personal and comprehensive financial planning for an owner managed business

Posted 19.06.2024

A case study of how we helped a business owner create a more secure and clearer path towards retirement


Sue owns a successful business supporting companies who distribute educational supplies across Europe. The business has been owner managed by Sue for 20 years, but she was becoming concerned about what would happen to her and the business when she comes to retire.

Sue was looking for a financial adviser to deliver expert advice, tailored to her unique needs to help ensure she was in a financially secure position as she approaches retirement.


We took the time to really get to know Sue, understand what was important to her and what she wanted in the future. We were then able to establish clear financial goals, including recommending a diverse range of investment portfolios, managing the wealth within her business and creating a robust retirement strategy.

Our experience working with many business owners meant that we could guide Sue on some complex financial decisions she needed to make, from tax efficient advice on profit extraction and selling an investment property, to investing in a new motorhome and buying an electric car through her company for tax efficiency.

An ongoing, trusted relationship

“Rhodes Wealth Management really got to know me, my lifestyle and what I wanted to achieve from my investments and advised me on portfolios accordingly. I have always found them to be extremely professional, helpful and most importantly a financial adviser I completely trust.”


The key outcomes for our client

  • Peace of mind from having a personal & comprehensive Financial Plan.
  • A more streamlined and tax efficient investment strategy.
  • A tailored investment portfolio that matched our client’s needs.
  • Confidence knowing that her path towards retirement is more secure with a clearer goal in mind.


If you are a business owner, and you are looking towards selling your business, download our free Guide to help give you the best chance of a successful and lucrative sale.

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The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. Past performance is not indicative of future performance.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.


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