Succession planning is a vital process to be undertaken. Very often the family business represents one of the biggest assets a family can have; failing to plan for that asset to continue after retirement of a key individual or death can result in the downfall of that company and resulting income.
We work closely with other professional advisors to help support your decisions and ensure that your income is protected and secure for future generations.
Succession Planning is not regulated by the Financial Conduct Authority.
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Registered Office: Rumwell Hall, Rumwell, Taunton, Somerset TA4 1EL Registered in England and Wales No. 8181095
Rumwell Financial Services Ltd is an Appointed Representative of Quilter Financial Services Ltd & Quilter Mortgage Planning Ltd, which are authorised and regulated by the Financial Conduct Authority.
The guidance and advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.