10/11/2025
From Startup Success to Financial Security 💷
Founders, how are you managing the wealth you’ve built?
As part of People Month in October, we heard from Tom Freedman, Senior Investment Director at Rathbones, who has worked with many tech entrepreneurs to help turn business success into lasting financial stability.
In this article, Tom shares how he supported a client from IPO, helping them:
✅ Reduce financial risk
✅ Secure their family’s future
✅ Build flexibility to explore new opportunities
This approach shows the value of personalised wealth planning for people whose finances are tied closely to their business.
If you're planning a raise, thinking about an exit or just want a clearer strategy, this is a useful read.
Check out the full case study 👇
🔗 https://hubs.li/Q03SnTHG0