Running a successful business takes dedication and vision, but without a robust financial plan, you risk missing key opportunities to help maximise your wealth.

At Trowlock Wealth Management, we specialise in financial planning for business owners in Surrey, London, and the surrounding areas, helping you secure both your business and personal financial future.

We understand the key challenges business owners face:

Balancing business and personal wealth – Many business owners focus on growing their company but neglect their own financial security.

Tax-efficient wealth extraction – Extracting profits efficiently while minimising tax liabilities requires careful planning.

Exit and succession planning – Ensuring your business transition is smooth and maximises value is essential for future security.

Retirement planning – Many business owners reinvest in their company but need structured pension and investment planning for long-term security.

Protecting your business & family – Unexpected events can impact both your business and family’s financial stability.

How Trowlock can help:

Holistic financial planning – We develop a comprehensive strategy that integrates business and personal financial goals.

Tax efficiency & wealth extraction – We help optimise how you take profits from your business to maximise efficiency.

Succession & exit strategies – Whether selling, transferring, or restructuring your business, we ensure a smooth and profitable transition.

Investment & pension planning – From SIPPs to tailored investment portfolios, we structure financial solutions for long-term security.

Risk management & protection – Safeguarding your business, assets, and family with key financial protections.

If you’re a business owner in Esher, Surrey, or greater London looking for expert financial guidance, contact us today to help secure your future.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.