For the person behind the business
You’ve put the business first. Now, your own plans.
We’re building Kingsway Wealth to help owners plan for life beyond the business, alongside regulated wealth-management firms. For now, it starts with a conversation.
A short first conversation. No figures or documents needed.
The moments we’re building for.
You don’t need a plan before you get in touch. It may simply be one of these moments.
Years on the business.
A chance to think about what you want for yourself and the people close to you.
A change ahead.
Stepping back or changing your role, and what that could mean for you personally.
After a sale.
A sale can change your role, your routine and perhaps your income. Time to set out what you want next.
Where things stand
The right partners come first.
Kingsway Wealth is for owners thinking about their own plans: stepping back, a sale, or simply what comes next. While we develop partnerships with regulated wealth-management firms, we’re glad to talk.
Today
Kingsway Wealth
- Available now
- A first conversation, and talks with firms about partnership.
- Being developed
- Partnerships with regulated wealth-management firms.
- Not offered
- Financial advice, or introductions before those partnerships exist.
Your plans, in your own time.
Start a conversationEnquiries go to the central Kingsway team, through Kingsway Brokerage’s secure form.
We reply by email or phone, whichever you prefer.