Business owners & Entrepreneurs

Successful entrepreneurs will have already fine-tuned a key skill of business – delegation. Let us take care of the details for you. We can assess the stage you and your business are at and recommend strategies to maximise your assets. Whether it’s about accumulating, protecting or passing on your wealth, or planning your exit in the near or distant future – we can keep your plans on track.

How we can help

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Selling your business?

Talk to us before you sell your business. We can help you plan ahead to make it as smooth and as profitable as possible.

Large lump sum to invest?

If you’ve already sold your business, you could suddenly find yourself with a large lump sum. Now is the time for some professional financial and investment advice.

Tax-efficient investing

You’ve worked hard to create your wealth, so make it work hard for you in a tax-efficient way.

Proven performance

Investing for the long term is key to helping you achieve your goals, whatever they may be.
We work hard to craft bespoke portfolios for our clients, that aim to generate long term returns to keep your money ahead of inflation.
Whilst investment returns are never a one way street, we are very pleased that our hard work has been recognised in the numerous performance awards that we have either won or been finalists in in the last few years.

Please note that past performance is not indicative of future performance and you may get back less than you invested.

  • If you invested


    A lump sum of £1 million invested over the last 10 years produced an annualised return of 8.54%,
    a gain of £1,169,333

  • It would now be worth


    *Notes: Real return from one of our multi-asset portfolios.
    01/07/2011 to 30/06/2021, total return net of management fees.
    Source Morningstar Direct.
    Portfolio shown for illustrative purposes only.


Online portal - Client Access

As a client of Arcrate, you’ll have access to your online account via a convenient online portal hosted by Raymond James. Direct from your laptop, tablet or smartphone, you can see all your account balances and details of your portfolio, including asset allocation, values and growth, payments, transfers and share information. You can also access market-leading research and tailor a range of reports to your requirements.

Case study

We have helped many business owners realise their goals

Whatever you are looking to do after selling your business, we can help.

We work with a number of business owners, each with their own unique circumstances and whether you are looking to grow, preserve or take income from your portfolio, we can make your objectives a reality.

Read more

What does it cost?

Transparent costs,
carefully managed

Once we’ve gained an understanding of your long term objectives and explored the construction of your risk profile and potential investments, we’ll set out the costs that would apply in detail. If you decide to go ahead, we’ll then draw up a draft Client Investment Agreement and suggest an investment mandate.

We tailor our advice to take into account external charges and fees, carefully weighing up costs and potential benefits.

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