Ashcourt Rowan plc is a national wealth management and corporate benefits firm providing specialist, integrated financial planning solutions to business owners and employers. They offer a range of personalised services including tax planning, pensions advice, and investment solutions.
With over 300 staff across the UK, their team is made up of professionals with a high level of knowledge, experience and commitment to a service ethos. Their financial planners and corporate consultants will adapt their work for you based on a detailed understanding of who you are and your specific needs. They offer advice on a face-to-face basis, supported by dedicated technical departments in London and Leeds. Their approach to complex issues allows you to make confident decisions for your future and the future of your business.
Having three distinct divisions also ensures that you are able to access extensive specialist expertise for your personal situation and/or for your business. The investment management team look after just over £5bn for their clients.
Benefits to you
Being well organised ahead of a sale of a business can help the sale process run smoothly and quickly, avoids additional costs and mistakes, and in some instances may increase the price achieved. Ashcourt Rowan has been able to help businesses:
- ensure that the control and management of investments and pensions are not affected by a sale;
- prompt ideas to reduce tax; and
- check that the legal obligations that they have to staff have been met and are up to date.
Seeking financial advice ahead of a potential sale can also often provide clarity around your long-term personal financial needs, allowing you to make clear and confident decisions during negations and high-pressure situations.
KBS Corporate’s partnership with Ashcourt Rowan
KBS Corporate has chosen Ashcourt Rowan as a reliable and high quality source of advice. We do not receive any payments from them and your decision to engage Ashcourt Rowan would be entirely your own. It will not change your relationship with KBS Corporate.
We believe Ashcourt Rowan are the right partners for our clients because of their values and skills:
- They provide the highest level of specialist expertise delivered in a clear and structured way.
- They have experience of working with owners with a wide range of personal and business needs.
- They take ownership of issues, provide a range of tailored solutions, and implement them in an effective and timely manner – they work for you and are accountable to you.
For more information on how Ashcourt Rowan can help you, please email firstname.lastname@example.org or call 0800 258 5529.