Whether for personal reasons or for business, it’s important to protect yourself, your company and your assets. From private investment platforms and asset protection to divorce services and streamlining your personal finances, these solutions provide the expertise and tools you need to safeguard your interests, optimise growth and ensure long-term success.
Optimise your company’s IT budget
A global leader in transformation consulting, Wavestone is committed to helping businesses navigate change. With over 6,000 professionals in 17 countries, it provides end-to-end expert advice across various industries, including financial services and life sciences, guiding clients to become modern, innovative and sustainable organisations.
In the UK, Wavestone is making a significant impact by offering specialist, independent advice tailored to each client’s unique needs. Recently, there’s been a surge in demand for the company’s expertise in managing IT budgets, helping businesses achieve more with less.
Wavestone‘s IT cost experts are confident that most large IT organisations have untapped opportunities for cost reduction or optimisation. Wavestone’s two-week IT cost transparency assessment will compare your IT spend to industry averages and identify areas for improvement. Enquire before 31 December 2024.
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Protect your wealth for the future
Capital Gearing Trust is committed to wealth preservation and long-term growth, making it a cornerstone for any investment portfolio. Managed by Peter Spiller since 1982, the trust aims to safeguard investors’ capital, focusing on outperforming inflation and protecting against volatile markets.
Its assets are allocated across three ‘buckets’ — Dry Powder for stability, Risk Assets for growth, and Index-Linked Bonds for inflation protection. Supported by co-managers Alastair Laing and Chris Clothier, this disciplined approach consistently delivers lower volatility and steady returns. Capital Gearing Trust is a cost-effective choice for those prioritising financial security and long-term wealth preservation.
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Access invaluable financial insights with an intuitive platform
Stocktrader.studio is a next-generation stock analysis platform designed to empower retail investors with AI-driven insights. At its heart is Charlie, an AI engine that analyses financial statements, evaluates profitability, growth, and value, and answers user queries, enhancing financial education daily.
The platform features an intuitive interface that sets it apart from competitors, ensuring a pleasant user experience. Recognising that retail investors often have limited time for research, stocktrader.studio prioritises usability and efficiency. The platform offers a free tier, making it easy for first-timers to get started on their investment journey.
With stocktrader.studio, investors can effortlessly identify trends, assess risks, and uncover hidden opportunities in the market, transforming the way they approach stock trading.
Receive a 25% discount on the first year of your subscription when using the code FIRST25. Offer valid until 31 October 2024.
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Discover the UK’s first tax and finance app
AG Finance Hub, created by the AG Finance & Technology Group, is the world’s first and only tech-led finance and tax solutions service. Founded by the Gera brothers, the company offers access to the UK’s largest network of lenders and award-winning tax services for SMEs and multinationals, all at no cost.
Its network has provided just under £1bn in funding to UK businesses and has secured substantial corporate tax relief for eligible UK companies. The AG Finance & Technology Group is pioneering how UK businesses unlock tax relief and business finance. Your needs, their expertise, one destination — AG Finance Hub.
For a complimentary discovery call with one of the team’s experts, visit the website by clicking below.
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Find a comprehensive solution to your financial and legal needs
Churchgates offers a range of integrated services designed to optimise clients’ financial and legal positions. The team includes fully qualified accountants, tax advisers, solicitors, investment managers, and financial planners who collaborate to provide tailored solutions, considering every angle.
At the core of Churchgates’ approach is a commitment to understanding each client’s unique situation, fostering trust and long-term relationships. The company provides an extensive array of expertise, including accountancy and tax services, private client, conveyancing, and corporate legal services, financial planning, and discretionary management.
To help prospective clients feel at ease, Churchgates offers a free initial consultation, available in person, via telephone, or through video call. This meeting allows clients to explore their options with expert guidance and to see how Churchgates can take the pressure off so clients can focus on what they do best.
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Sell your company without stress
Growing a successful business can be challenging but selling it shouldn’t be. When planning your exit, Devant is here to help you achieve the best possible sale with the least possible hassle. With trusted advice and support, Devant’s experienced and friendly legal and commercial advisors guide business owners through the complexities of the sale process.
From pre-due diligence and data room management to negotiating the share purchase agreement, Devant provides comprehensive assistance that goes beyond just the legalities. With over 20 years of experience, its specialists offer practical, hands-on support to ensure your deal goes smoothly and you remain unruffled.
Get a free assessment of your exit journey today with code COSELL24 at checkout. Offer ends 30 November 2024.
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Join a private markets investment platform
Interest in private markets has surged over the past decade, driving record-high assets in private equity and venture capital. These markets provide investors with a chance to diversify their portfolios, unlock potential superior returns, and access innovative companies in their growth stages, as well as established private businesses.
While institutional investors often allocate over 20% of their portfolios to private assets, individual investors have largely been sidelined — until now. Treble Peak offers affordable access to Europe’s leading private equity and venture capital funds through a secure digital platform. Treble Peak partners with regulated fund managers known for their impressive track records. By lowering the investment threshold to £100,000, Treble Peak can provide individuals with unique access to these investment opportunities.
The digital platform allows investors to easily review opportunities, complete a digital subscription, and manage their portfolios online. Many in Treble Peak’s network are using the platform to incorporate private equity products into their SIPP portfolios.
*Treble Peak does not provide investment or tax advice, the platform is for wealth managers and elective professional investors only. Capital at risk.
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Discover a new approach to conveyancing
Finding a conveyancer that provides efficient service without hidden fees can be challenging. Many traditional conveyancers suffer from poor communication and outdated processes, leading to costly delays during property transactions. Conveyancing-Solicitor.co.uk offers a fresh, innovative approach, providing cost reductions of up to 75% by connecting clients with the UK’s highest-rated conveyancing solicitors.
With a 4.9/5 rating on Google Reviews from over 100 satisfied clients, buyers and sellers appreciate the streamlined, hassle-free service. As one client noted: “The process was incredibly smooth, and everything was explained clearly.” Conveyancing-Solicitor.co.uk matches users with trusted, SRA-regulated solicitors for a fast, transparent, and stress-free experience.
Save up to £400 in fees and get a free quote today at conveyancing-solicitor.co.uk.
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Receive recommendations for expert advisors
MEUM is revolutionising the services landscape for the wealthy by offering a trusted, all-in-one solution for finding vetted, top-tier advisers. From discreet divorces to high-profile art sales, MEUM covers it all. For example, commercial lawyer Stephen Morrall helps multi-generational families structure their corporate affairs to protect their assets and articulate their values.
M&A lawyer Fraser McGee assists entrepreneurs with investment transactions. For real estate, property finder Alex Goldstein advises on super-prime homes and high-value sales, while planning and environmental lawyer Ifath Nawazoffers expertise on heritage site investments and due diligence pre-acquisition.
As the wealthy seek seamless solutions, MEUM is their go-to destination for expert guidance. Arrange a free consultation with a personal adviser today using code SOS24. Offer ends 31 December 2024.
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Discover a smarter way to invest
Moneyfarm’s mission is to help individuals achieve their life goals through sound financial strategies. Investing can often feel overwhelming, especially with options that may not prioritise the investor’s best interests. Moneyfarm aims to simplify investing, making it accessible for everyone.
The company’s solutions cater to a variety of needs and objectives, promoting financial independence. Maximise your tax-free wealth potential with the company’s Stocks and Shares ISA and Pension products. Choose from expertly managed portfolios or create a personalised strategy.
The Moneyfarm Pension allows for retirement investment while offering tax relief on contributions. Additionally, the ‘find, check, and transfer’ service assists clients in locating old pensions and consolidating them into one personalised plan for free. For those who prefer, pension transfers to Moneyfarm can be initiated without any fees.
*As with all investing, capital is at risk.
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Untie the knot together and amicably
amicable is a legal service designed for separating couples, offering a kinder, more empathetic approach to divorce. Unlike traditional methods, amicable provides a fixed-fee service that helps couples navigate the legal and financial aspects of separation without the need for solicitors.
The team’s specialists assist with everything from divorce and financial agreements to children arrangements. For those who have already agreed on finances, amicable offers legal document drafting services, including consent orders and managing the court process.
With services delivered entirely online, amicable makes the process more affordable and accessible. Backed by Octopus, amicable is on a mission to transform how relationships end in a kinder and better way.Book your free 15-minute advice consultation today.
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Maximise the potential of your brand
In most industries, a company’s most valuable asset is its brand. Stobbs specialises in maximising and protecting these assets. As a law firm focused exclusively on brands, their expertise covers all aspects of trademarks, designs, copyrights, commercial issues, disputes, and litigation.
Stobbs also offers services in anti-counterfeiting, online brand protection, case and document management, domain management, investigations, licensing, and valuation, all supported by their technology-driven approach. The team at Stobbs pride themselves on using plain and straightforward language, delivering clear answers rather than options.
For a complimentary review of your Brand IP portfolio or to speak with one of their specialists, visit the website.
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Access luxury treatments with an exclusive platform
PLIM Finance is a leading fintech company specialising in luxury medical aesthetics, offering a seamless marketplace that connects consumers with top-tier aesthetic and wellness services.
Users effortlessly search for treatments and clinics based on location, type, and provider, creating a highly personalised experience. PLIM‘s platform offers discreet payment options, enabling patients to manage their finances privately without revealing transactions on bank statements.
Partner clinics can showcase their treatments, images, and social media profiles, attracting more clients with ease. Patients benefit from flexible, interest-free payment plans spread over one, three, six, or eight months, ensuring financial control and peace of mind.
This exclusive solution is ideal for high-profile clients who value discretion and access to premium clinics in the UK.
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