Dovetail Wealth & Financial Planning
Chris Colclough
Director & Financial Planner
- Specialism
- Recruitment / Talent
- Region
- West Midlands
- Years in financial services
- ~10
- Specialist client areas
- 9
- Advice & service lines
- 7
- St. James's Place funds under management
- £240.8bn
Dovetail Wealth & Financial Planning is a financial planning practice based in Sale, Greater Manchester, founded by Chris Colclough after spending nearly a decade across national and regional wealth businesses. It works with business owners, company directors, professionals and families across the North West.
The practice was built to replace fragmented, product-led advice with joined-up planning, where business and personal finances are considered together. For business owners that covers every stage, from start-up and growth through to sale, buyout and exit.
Dovetail works alongside accountants, solicitors and brokers who want their clients to have access to holistic financial planning. It is a Partner Practice of St. James's Place, the wealth manager behind more than 1,000,000 clients.
How we work
-
01
Review your business as it stands
A financial review of the business and the owner's personal position, considered together rather than in separate silos.
-
02
Identify the areas at risk
Pinpointing gaps in tax strategy, cash flow, risk protection and workforce stability that could affect value or continuity.
-
03
Plan the exit over several years
Multi-year exit strategy planning to support a smooth transition, a stronger valuation presentation and a controlled change of ownership.
-
04
Work alongside your advisers
Coordinating with the business's accountants, solicitors and brokers so business, personal and family wealth plans fit together.
Services
- Exit strategy
- Shareholder planning
- Tax mitigation
- Business protection
- Corporate pensions
- Employee benefits
- Retirement planning
- Intergenerational wealth
Who we advise
- Business owners
- Company directors
- Professional partnerships
- Senior corporate executives
- Private clients
- Financial professionals
- City professionals
Frequently asked questions
Who does Dovetail work with?
Business owners, company directors, professionals and families across the North West, as well as accountants, solicitors and brokers who want their clients to have access to holistic financial planning.
Can Dovetail help me plan my exit?
Yes. Dovetail offers multi-year exit strategy planning aimed at a smooth transition, an enhanced valuation presentation and a controlled change of ownership. Some exit work may involve referral to a service that is separate from those offered by St. James's Place.