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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Rumwell Financial Services Ltd is an appointed representative of Intrinsic Financial Planning Limited and of Intrinsic Mortgage Planning Limited, 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.