Entrepreneurs and business owners

Specialist wealth management for business owners and entrepreneurs planning their exit, managing liquidity events, and converting business success into lasting personal wealth.
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Tailored advice

Turn business success into lifelong financial freedom

You've poured everything into building your business. Long hours, personal guarantees, sleepless nights. It's been worth it - you've created something valuable.

But what many successful business owners get wrong is that they assume the business itself is their financial security: it's not.

Your business is an asset - potentially your most valuable one - but it's also illiquid, concentrated, and dependent on factors you can't always control. Markets shift. Industries change. Health issues arise. The right exit opportunity appears at the wrong time.

True financial freedom means having wealth outside your business. Diversified, liquid, properly structured - working for you whether you sell tomorrow or in ten years.

That's where Bedrock comes in.

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“Aryan is a phenomenal adviser. He has vast and broad expertise that comes through in every conversation. He explains things in layman’s terms, slowly and with consideration, until you fully understand.”

D.B, 50
KPMG, London
Verified client
Your goals
Exit and liquidity planning
Risk-managed investment strategy
Minimising tax leakage
Creating passive income streams
Protecting business assets for family
What we do

Our services for entrepreneurs

Every entrepreneur's financial situation is unique. Here are the services we typically provide to clients like you.

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Evidence based research, planning and investments

Sophisticated portfolio design for liquid capital

Cash-flow modelling to show how long your wealth will last

Risk analysis (Sharpe Ratio approach)

Estate and legacy planning

Exclusive access to specialist investments where appropriate

Start building your legacy

Financial freedom begins with a conversation. No obligation, no charge - just an honest discussion about where you are and where you want to be.
Start with a conversation