We set up Stonecross Investment Office to provide entrepreneurs and owner-managers with a holistic and integrated service that encompasses their personal and business interests.

Issues you should be thinking about that we can help guide you through:

• Do you have a clear view of the financial health of your business shareholdings and of the challenges and threats you may face?
• Is it easy to get a snapshot of your overall finances both business and personal at a given point in time?
• What are your long term goals for the business?
• Do you think you will ever retire?
• To what extent are your personal and business finances interdependent? To what extent would problems in your business affect your personal financial position?
• Do you have a succession plan in place for the business? If you are planning to sell the business have you addressed issues that go to value?