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Wealth protection for business owners

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Peter Jarvis

Chartered Financial Planner

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As the owner-manager of a business, it is important to take stock of all the risks to the business to ensure that you will reap the long-term rewards of your endeavours.

On a professional level, consideration needs to be given to how the business should be organised, who will have a say in major decisions, how ownership of the business will be divided or transferred, how key personnel should be involved and rewarded. It is never too early to start planning for your eventual exit from the business.

On a personal level, consideration needs to be given to how your financial affairs can be organised to further the interests of the business and enable you to enjoy financial security in your retirement as well as providing for your loved ones in the event of illness or untimely death.

Myers & Co Solicitors has earned a reputation for offering sound advice which meets a client’s needs, and that is an ethos shared by our financial services company Myers Asset Management Ltd.  Our experienced teams provide an integrated approach to assisting clients in a range of related wealth protection services, including:

Myers Asset Management Ltd is headed by Peter Jarvis who has more than 30 years’ experience in providing financial advice and who is a Chartered Financial Planner, a status only achieved by a select few in the financial services industry. You can contact him on 01782 557233.

For a confidential consultation

No matter how far off retirement may seem, when you run a business it is never too early to start planning ahead.  For an informal and confidential discussion about protecting your wealth, please contact Dermot Callinan at Myers & Co Solicitors in Stoke-on-Trent, Staffordshire on 01782 577000.


Myers Asset Management is an appointed representative of PHM Wealth Management Services LLP which is authorised and regulated by the Financial Conduct Authority.  PHM Wealth Management Services in entered in the FCA Register under number 579336 which can be found at www.register.fca.org.uk.

PHM Wealth Management and Myers Asset Management are registered in England and Wales.  Their respective registration numbers are OC372382 and 04345900.  Both have the registered office address of Charlotte House, 536 Etruria Road, Basford, Newcastle-under-Lyme, Staffordshire ST5 0SX.

Please note that the information contained within this site is subject to the UK regulatory regime and is only aimed at clients based in the UK.

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