Succession and Business PlanHome -

Wendy Heyes

Business Owners – do you really want to ‘die with your boots on’ without a good plan in place?

Who are you?

You are a successful small- to medium-sized business owner based around the North West, perhaps with fellow directors or partners. You are in your 30’s-50’s and have done well for yourself building a company you are proud of and still a bit obsessed with. You don’t have a lot of time for social media, are generally very busy and have a good sense of humour. You value good advice but don’t suffer fools – in fact some might find you a bit direct and intimidating. You like to deal with people who take problems off your plate and help to solve them, preferring a no-nonsense, to-the-point approach. You work hard and play hard and want a plan in place just in case something horrible happens.

Key questions you should be asking yourself as a business owner:

Do you worry about what will happen to your family and your business if you weren’t around due to death or illness?
Do you have owners or employees who are integral to the growth and profitability of your business?
Would the loss of you or a key person have a severe impact on the company’s ability to trade or repay loans and debts?
Would you want the business to be sold or give employees/partners/family members a share, or would you want to name a successor?

If you answered ‘yes’ to any of the above then you will really benefit from a meeting with Wendy.

Not sure where to start ?

Why should you listen to me?

No Nonsense

Wendy has a light-hearted, no bull approach which is well received by her clients, who may be asked to answer some uncomfortable questions on occasion!

Proven Experience

As a director of a multi-million pound turnover UK manufacturing company for over 20 years, Wendy is an expert in her field.

Trusted

Wendy understands the challenges of running a business and has the necessary legal and financial background to produce Contingency and Succession plans for business owners.

Peace of Mind

Wendy finds a balance between being there for everyone and supporting them, but also ensuring things move forward in the best way possible.

Testimonials

Running my business takes up most of my time and energy therefore, I need great people around me to guide me with things I don’t know much about but understand is really important. Wendy’s background of having run a large manufacturing plant for over 20 years means she has been on my side of the boardroom table and so gives very practical and straight-talking advice. Mendy & Watt look after my business protection needs as well as personal cover and we simply review everything each year to ensure what we have in place is still appropriate and update it if necessary. We are now at the stage where we get together annually, review and then I get on with running my business! I wouldn’t hesitate to recommend their services and on-going support – they’ve looked after me since 2014.

I (we, if you include the family and the company) have a far from straightforward business situation and I’ve been trying to get it in order for the last 15 years. The Bank just wanted to cash in on my estate, the solicitors weren’t much better, they ALL kept telling me that I needed my accountants advice because they wouldn’t commit to ANY real advice whatsoever in case they got the blame and some even declined to work for me because I had to decide whether they were acting for the company or me personally. In my mind it is one and the same. Wendy was recommended by another specialist advisor and I met her with a lot of doubts and questions. She quickly succeeded in getting an agreed workable plan in place because she took the time to find out what was needed and desirable. I did then need accountancy advice for the finer points but that was okay – Wendy knows about how to plan for a death or illness. Try her, it worked for us – and she keeps us on track every year!

I've worked with Wendy for a number of years and she has consistently provided an excellent service, especially in employee healthcare and business and personal protection advice. Wendy's depth of knowledge, unbiased opinions and friendly approach have enabled me to confidently make informed choices about the products on offer, and I wouldn't hesitate to recommend her and her team.