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Executive Wealthcare

Your free wealth healthcheck

All too often busy entrepreneurs, business owners and executives spend huge amounts of time looking after the financial success of their businesses, whilst overlooking actions that they ought to take in relation to their personal and family finances.

Understanding how best to manage personal financial and related legal matters can seem like a tall order. It’s important to ensure that you have arrangements in place that benefit you and your loved ones whilst also meeting your tax and other obligations efficiently. Taking time to understand your options when it comes to wealthcare can help you focus on the priorities and plan, protect and preserve your wealth in the most effective way to meet your personal goals.

This self-assessment takes a couple of minutes to complete and you will receive a free wealthcheck report. The report will let you know what you need to address to ensure that your personal financial and related legal matters are in the best possible shape.

Begin your self-assessment

We have specialist solicitors in all of areas covered by the report and can provide the full range of support that you need. To learn more about how we can help you following your self-assessment, please get in touch to arrange a free initial consultation.

Your key contacts

Paul Davies


Paul is a Partner and head of the private capital team in Clarke Willmott’s Manchester office. Paul specialises in estate planning, Wills, & trusts for clients with complex family and finance arrangements.
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