Relationship-led advice for entrepreneurs

Our team of private bankers, wealth planners, and investment professionals are dedicated to helping entrepreneurs navigate this critical phase, ensuring their newfound wealth is preserved and strategically deployed for lasting impact.

Whether you’re planning an exit in the near future or just starting to consider it, having the right wealth partner early in the process can make all the difference.

 

Why early planning matters

A successful business exit isn’t just about maximising the sale price – it’s about planning for your personal financial future. Engaging with a wealth planner two or more years before the exit allows you to explore opportunities to optimise your wealth, prepare for life post-sale, and ensure your financial legacy is secure.

As Paul Clifton, Wealth Planning Director at Arbuthnot Latham, says:

“Amid exit preparations, key elements of managing family wealth and planning for the future can be overlooked.

Don’t wait to have these conversations. Start talking to a financial planner at least two years before your exit to lay the foundations for wealth creation and long-term financial security.” 

""

How we support you through the exit process

We take a holistic, relationship-led approach to private banking and wealth management that encompasses every stage of your business exit journey – before, during, and after. Here's how we help:

A dedicated private banker acts as your trusted financial partner, helping you navigate the complexities of wealth management and introducing specialist advisers at the right time. By understanding your unique goals, we tailor a comprehensive financial strategy that reflects your aspirations.

What to expect from your relationship team:

  • Advice based on your personal objectives
  • Specialist expertise and knowledge
  • Valuable introductions to our network of 
    professional advisers
  • Reliable day-to-day support
  • A willingness to go the extra mile
  • And above all, total discretion

Beyond the sale: creating a legacy

Our role doesn’t end once your business is sold. Post-exit, we work with you to:

  • Preserve and grow your wealth
  • Plan intergenerational wealth transfer
  • Align your investments with your long-term goals

With a focus on personal wealth management, we help you build a legacy that lasts for generations.

 

Start the conversation today

The best time to start planning your business exit is now. By partnering with Arbuthnot Latham early, you can maximise your opportunities and ensure your personal financial future is secure.

Let us guide you from a personal perspective across the stages of your business exit journey – from initial conversations to creating a comprehensive post-exit plan that aligns with your values and ambitions.

Get in touch to learn more about how we can support you in embracing the power of a well-planned exit.

Exclusive report

Beyond the balance sheet

Exiting a business is one of the most significant decisions an entrepreneur can make. To provide deeper insights, we’ve drawn on the experiences of over 100 UK business owners to explore the motivations behind business exits and the emotional journey that follows.

Whether you're considering an exit soon or looking ahead, our report offers valuable perspectives on the complexities of transitioning from business owner to wealth manager.

Access the report

 

This is required

Commercial questions

Is your business registered in the UK?

This is required

This is required

This is required

To join Arbuthnot Latham, new commercial clients need to bring +£500K of deposits or +£1m borrowing. Do you meet this criteria?

This is required

This is required

Thank you for your interest in joining Arbuthnot Latham.

Based on your responses, our commercial services are not the right fit for your current business needs. If your circumstances change, please do get in touch.

You may be interested in related services offered by Arbuthnot Latham:

Funding to manage cash flow and access the right assets.

  • Lending from £25,000
  • Available for SMEs and independent finance houses
  • Unregulated lending

Lending solutions, plus cash flow loans for mergers and acquisitions, growth and refinancing.

  • Lending from £1m
  • Available for business-to business SMEs and mid-market corporates
  • Unregulated lending

Tailored lending, contract hire, rental and finance packages serving the manufacturing, commercial vehicle, bus and coach sectors.

  • Lending from £25,000
  • Available for corporate entities
  • Unregulated lending

This is required

Based on your information, we may be able to help. Continue completing this form to request a call back, or call +44 (0)20 7012 2500.

This is required

This is required

Private questions

New Arbuthnot Latham clients are required to bring at least £750,000 in deposits, investments or borrowing. Are you looking to deposit, borrow or invest a minimum of £750,000?

This is required

This is required

This is required

This is required

Thank you for your interest in joining Arbuthnot Latham.

Based on your responses, our services are not the right fit for you at this time. If your circumstances change, please do get in touch.

You may be interested in related services offered by Arbuthnot Latham:

A range of fixed term deposit accounts to help you achieve your financial goals in a secure, low-risk way.

  • Deposit between £10,000 and £250,000
  • No fees
  • Protected by the Financial Services Compensation Scheme

A form of finance which allows you to spread the cost of the asset over time; often used to finance luxury, classic or super cars.

  • Lending from £25,000
  • Unregulated lending

This is required

Private - International questions

Are you a UK passport holder?

This is required

This is required

This is required

To select multiple items, hold down the Ctrl (PC) or Command (Mac) key.

Are you a UK resident?

This is required

This is required

This is required

Thank you for your interest in joining Arbuthnot Latham.

Based on your responses, our services are not the right fit for you at this time. If your circumstances change, please do get in touch.

You may be interested in related services offered by Arbuthnot Latham:

A range of fixed term deposit accounts to help you achieve your financial goals in a secure, low-risk way.

  • Deposit between £10,000 and £250,000
  • No fees
  • Protected by the Financial Services Compensation Scheme

A form of finance which allows you to spread the cost of the asset over time; often used to finance luxury, classic or super cars.

  • Lending from £25,000
  • Unregulated lending

This is required

Based on your information, we may be able to help. Continue completing this form to request a call back, or call +44 (0)20 7012 2500.

This is required

This is required

This is required

Please enter your contact details

This is required

This is required

This is required

This is required

This is required

This is required

This is required

This is required

This is required

You can withdraw your consent at any time by contacting the Data Protection Office using the details in our Privacy Notice.

Submit Container