Oros Consultancy

Important: The information on this website is for sophisticated/HNW investors only. It is not a personal recommendation to invest. If you’re unsure, please seek advice.

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I have sold a business

I have inherited some money

Celebrate!

It is very common to experience something akin to shellshock when you finally achieve an exit you’ve always dreamed about when you first set up the business all those years ago. Or maybe the sale came seemingly out of nowhere… Either way, you’ve earned this. Take some time off before making any major long-term decisions, reward yourself for many years of hard work and when you are refreshed and ready to start the next chapter of your life, start writing up a plan.

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A new chapter

Once you have completed the handover of your business, as hard as it can be to let your baby go, it is time to start the next chapter. Clear any outstanding personal debts, clear the mortgage and make sure you have no outstanding tax liabilities from the sale of your company – seek professional tax advice before moving on. Assess which stage of life you are in and either continue to grow your wealth with investments or if you have decided to retire, look to consolidate your portfolio and consider yield assets.

Running a business is demanding. You may now be wanting to completely relax now and enjoy passive income from investments in your retirement, or alternatively you may be looking for your next challenge and are considering higher risk assets that require you to invest your time as well as capital to put both your skillset and resources to good use.

About you

Find out what you need to know

Your life priorities, financial circumstances and needs change through your life, meaning there are different financial aspects you will need to consider.

Start your financial journey

Foundation stage: 20s

Managing your finances in your 20s isn’t always a priority even though you may be taking on your own financial responsibilities for the first time; it’s good to start with the basics.

Find out more

Build on your foundation

Accumulation stage: 30 to 40

Even when day-to-day life is really busy, it’s important to keep your financial future in focus with things like pension planning and making the most of other tax-efficient investments.

Find out more

A time for growth

Growth stage: 40 to 55

They say life begins at 40, and these peak earnings years are a good opportunity to enjoy your hard-earned money and maximise your savings and investments.

Find out more

Establish your financial plans

Establishing stage: 55 to 65

As family life changes and you start to think about stepping back from work or retiring completely, you’ll want to make sure any decisions you make are backed by solid financial plans.

Find out more

Time to enjoy your retirement

Preservation & Reward stage: 65 to 75

Now’s the time to enjoy the financial security that’s come from your hard work and careful financial plans by using your savings and investments in the most efficient ways to enjoy your life.

Find out more

The key to conservation

Conservation stage: 75+

In your later years, you’ll be thinking about what you can give to others now and in the future, and organising your assets to make sure your family don’t pay more tax than they need to.

Find out more

About you

Find out what you need to know

Your life priorities, financial circumstances and needs change through your life, meaning there are different financial aspects you will need to consider.

Start your financial journey

Foundation stage: 20s

Managing your finances in your 20s isn’t always a priority even though you may be taking on your own financial responsibilities for the first time; it’s good to start with the basics.

Find out more

Build on your foundation

Accumulation stage: 30 to 40

Even when day-to-day life is really busy, it’s important to keep your financial future in focus with things like pension planning and making the most of other tax-efficient investments.

Find out more

A time for growth

Growth stage: 40 to 55

They say life begins at 40, and these peak earnings years are a good opportunity to enjoy your hard-earned money and maximise your savings and investments.

Find out more

Establish your financial plans

Establishing stage: 55 to 65

As family life changes and you start to think about stepping back from work or retiring completely, you’ll want to make sure any decisions you make are backed by solid financial plans.

Find out more

Time to enjoy your retirement

Preservation & Reward stage: 65 to 75

Now’s the time to enjoy the financial security that’s come from your hard work and careful financial plans by using your savings and investments in the most efficient ways to enjoy your life.

Find out more

The key to conservation

Conservation stage: 75+

In your later years, you’ll be thinking about what you can give to others now and in the future, and organising your assets to make sure your family don’t pay more tax than they need to.

Find out more

Our services

Explore our services

Invest in private equity

Investing in private businesses has historically been one of the most common ways to build generational wealth and every corporate behemoth we see dominating the stock market bulletin boards today all had humble beginnings.

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Invest in fixed income

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About you

Find out what you need to know

Your life priorities, financial circumstances and needs change through your life, meaning there are different financial aspects you will need to consider.

Start your financial journey

Foundation stage: 20s

Managing your finances in your 20s isn’t always a priority even though you may be taking on your own financial responsibilities for the first time; it’s good to start with the basics.

Find out more

Build on your foundation

Accumulation stage: 30 to 40

Even when day-to-day life is really busy, it’s important to keep your financial future in focus with things like pension planning and making the most of other tax-efficient investments.

Find out more

A time for growth

Growth stage: 40 to 55

They say life begins at 40, and these peak earnings years are a good opportunity to enjoy your hard-earned money and maximise your savings and investments.

Find out more

Establish your financial plans

Establishing stage: 55 to 65

As family life changes and you start to think about stepping back from work or retiring completely, you’ll want to make sure any decisions you make are backed by solid financial plans.

Find out more

Time to enjoy your retirement

Preservation & Reward stage: 65 to 75

Now’s the time to enjoy the financial security that’s come from your hard work and careful financial plans by using your savings and investments in the most efficient ways to enjoy your life.

Find out more

The key to conservation

Conservation stage: 75+

In your later years, you’ll be thinking about what you can give to others now and in the future, and organising your assets to make sure your family don’t pay more tax than they need to.

Find out more

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