To deliver superior outcomes at Pegasus Private Wealth, we consider this to necessitate a thorough understanding of the profile of the clients we advise. We have invested time to gain the requisite knowledge of those clients for whom we specialise in crafting bespoke wealth management proposals for, with the belief that this not only improves the experience, but adds value to the wealth management process and lasting relationships we build. To stay true to this practice principle, Pegasus Private Wealth works with select clients, who meet the criteria of our specialist wealth management propositions.

As experienced business owners ourselves, working predominantly alongside clients of this profile, and with an extensive understanding of corporate structures and legislation, this experience and insight uniquely positions Pegasus Private Wealth with the foundations fundamental to providing a wealth advisory service, which delivers tailored proposals to your bespoke needs, and supports you throughout your enterprise journey.

We recognise the demands owning and running a business can place on you, and have developed the wealth proposition offered by Pegasus Private Wealth with the intention of delivering a seamless service tailored to accommodating the requirements of business owners, to ensure your personal legacy is secured and prosperity achieved.

We understand that business and personal goals are often inter-linked. Applying a holistic view of both your corporate and personal finances, we can help you build a robust financial strategy in pursuit of your ambitions, that is reviewed and adapts as your business evolves, from start-up, to growth, expansion and maturity, through to sale and exit, including planning with respect to:

• Corporate financial protection;
• Corporate savings and investment strategies;
• Group workplace pensions and personal retirement planning for shareholder and directors;
• Managing significant remuneration packages of senior executives and receipt of profit distributions to shareholders;
• Optimising tax-efficiency; and
• Exit strategies for shareholders, and the broader implications this may have on individual wealth management plans.

We also have the facility to work closely alongside other professional advisers supporting you in your business ventures, to assist you in utilising, as effectively as possible, your business and personal assets, to build robust financial models in pursuit of your respective objectives.