Control Point Wealth is different to traditional financial advisers - we recognise that your business is at the heart of your family’s financial future and should be treated as such. We acknowledge that concepts like cost and tax reduction, leadership and business succession/exit planning are no different than retirement planning and portfolio returns when you run your own business and that applying the outdated simplistic advice processes designed for conventional PAYE salaried individuals will leave you exposed.
Our unique approach integrates supporting your business within your overall personal wealth planning, including protection, ongoing advice and exit planning.
Additionally, we offer access to our network of preferred service provider partners, all equally focussed on business owners/HNWIs, with the overall goal of helping you to grow your wealth and protect your family’s financial future.
It’s your business, it’s your wealth, it’s time to take control.
