Wealth Management
Oldgate Wealth Partners
Post-exit wealth planning for founders, from pre-sale preparation through to reinvestment.
Published 6 Feb 2026
About
Oldgate Wealth Partners advises business owners on the personal financial consequences of an exit, including proceeds planning, pension positions and long-term income requirements.
Engagements usually begin before completion so that the shareholder's personal position is settled ahead of the transaction rather than after it.
Services offered
- Wealth Management
Expertise and coverage
- Industry expertise
- Founder wealthFamily shareholdingsRetirement planning
- Geographic coverage
- South East and London
- Offices: Guildford, London
Firm facts
- Team size
- 18 people
- Established
- 2007
- Offices
- 2
Verification and evidence
- Company verification
- Incorporation record · simulated evidence reviewed
- Professional accreditation
- CISI · simulated evidence reviewed
- Regulatory registration
- FCA · simulated evidence reviewed
- Website verification
- Domain ownership · simulated evidence reviewed
Prototype data. Evidence states are simulated: no external professional or regulatory register has been checked, and no registration numbers are held. Verification is a curation step before publication — The Brokerage does not supervise this firm or endorse the advice it provides.
Contact
- Website
- oldgatewealth.co.uk
- Telephone
- 01483 771 260
- planning@oldgatewealth.co.uk
- linkedin.com/company/oldgate-wealth-partners