wealth management ceo
Strategic Wealth Planning That Matches Your Ambition

Financial Planning for CEOs and Company Directors

As a CEO or company director, your financial landscape is anything but typical. Between high earnings, business equity, dividend strategies and retirement planning, you need more than generic investment advice. At Connolly Financial Planning, we offer wealth management for CEOs and financial advice for company directors that reflects the complexity of your role and the scale of your ambitions. Whether you’re navigating succession, optimising tax across multiple income streams or preparing for an exit, our advisers help bring clarity to the bigger picture.

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HOW TO GET STARTED

A Straightforward Process for Complex Financial Lives

  • Step One: Book Your Consultation

    We begin with a clear understanding of your income structure, ownership stakes, business goals and personal aspirations.

  • Step Two: Build Your Bespoke Strategy

    Your dedicated adviser will design a tailored financial plan including tax strategy, pension optimisation, investment planning and succession preparation.

  • Step Three: Stay in Control as Life Evolves

    Through regular reviews, we keep your strategy aligned with market conditions, legislative changes and your long-term goals.

Getting started is simple. Book an initial consultation with our team to discuss your goals, career stage, and financial priorities. We’ll walk you through our tailored approach, answer your questions, and outline the next steps.

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.

Why Leaders Work With Us

We Help You Take Control of Complex Wealth

Our team specialises in wealth management for company directors, CEOs and senior business leaders across the UK. We know the financial challenges that come with leadership from irregular dividend income to uncrystallised pension allowances and succession risk.

We’re FCA-authorised, independent and backed by the strength of St. James’s Place. That means we offer the reassurance of regulation, the depth of strategic insight and the personal attention of a boutique planning firm.
Whether you’re building a pension through salary and dividends, preparing your company for sale or making the most of a recent windfall — we help you make confident, informed decisions every step of the way.

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What Sets Us Apart? | Financial Advice That Matches the Scale of Your Decisions

We don’t offer one-size-fits-all portfolios. Our wealth management for CEOs and directors is bespoke, evidence-based and grounded in your personal and professional realities.

 

 

We speak your language and we work at your level. That’s why senior leaders across industries trust Connolly Financial Planning to manage their wealth with precision.

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    A Dedicated Wealth Manager and not a Generalist

     

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    Transparent Fees – No Hidden Charges. Transparent fees. Advice without Obligation

     

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    Regular Reviews to Keep Your Plan on Track

     

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    Holistic Financial Planning

     

Frequently Asked Questions

We use a diversified, risk-aligned investment strategy tailored to your financial goals. This might include blending equities, bonds, cash reserves and alternative investments. We also help you ring-fence capital through appropriate protection tools and long-term tax wrappers like pensions and ISAs. If your income is tied to the performance of a business, we’ll structure your plan to insulate your personal wealth.

Your portfolio should reflect your risk appetite, time horizon and broader financial goals. For CEOs and directors, this usually includes a mix of tax-wrapped pensions, ISAs and investment accounts along with the consideration of business equity. We also factor in potential exit events, so your portfolio complements your future liquidity and lifestyle needs.

We use long-term cashflow modelling to show exactly what’s possible based on your assets, expected returns and spending plans. We factor in inflation, longevity, healthcare costs and your goals from lifestyle maintenance to legacy giving. We’ll also help you build a drawdown strategy across pensions, ISAs and taxable assets that minimises tax and maintains flexibility.

As a company director, you likely draw income from a blend of salary, dividends and possibly bonuses. We help structure your remuneration to balance tax efficiency with long-term benefits such as company pension contributions, profit extractions or timing strategies. We also advise on VCTs, EIS, family investment structures and trusts where appropriate.

Possibly. For those with significant assets or family wealth planning goals, Family Investment Companies and trusts offer potential tax and inheritance benefits. These tools can help pass on wealth tax-efficiently while retaining control. Whether or not they suit your situation depends on your business structure, personal assets and long-term priorities. We’ll assess this and advise accordingly.

Too often, personal and business finances are treated in silos. We look at both in tandem ensuring your pension contributions, dividends, director’s loans and equity stakes support a broader financial plan. Whether you’re planning for exit, reinvestment or wealth preservation, we’ll bring all elements together into one cohesive strategy.

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