01 Who we are
Professional expertise, dynamic leadership.
A team of financial planning experts, committed to providing business owners, trustees and charities with advice and support to help build a stronger financial future, and in so doing securing long-term aspirations and objectives.
More about us
02 What we do
Comprehensive Solutions for Businesses, Trusts & Philanthropy
At Athelney Consulting, we look at all aspects of your operation. From mitigating risks and planning for future leadership transitions to offering philanthropic guidance for charities and trustees, our holistic approach is tailored to your unique needs.
We provide strategic direction to your investment, taxation and legal framework, to ensure that your organisation remains resilient in an increasingly complex and uncertain world.
Business Risk Management
Identify, assess, and mitigate risks across your operations—ensuring compliance, resilience, and peace of mind.
Succession Planning
Secure your legacy with ownership transfer strategies, legal documentation, and leadership mentoring.
Tax & Retirement Strategies
Optimize tax efficiency and protect your future with robust, forward-thinking retirement planning.
Philanthropy & Charity Consultancy
Enhance your impact with effective governance, trustee responsibilities, and sustainable philanthropic initiatives.
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03 Your people are your strength
Empower Your People, Strengthen Your Culture
We offer specialised workshops designed to enhance workplace culture, foster leadership and teamwork, and elevate your organisation’s readiness for challenges including the impact of succession. Whether you’re a small business aiming to boost morale or a charity board seeking better governance practices, our hands-on sessions provide practical, actionable insights.
Book a Workshop04 Get in Touch
Let’s Secure Your Future Together
Ready to take the next step? We’ll help safeguard your business, plan transitions, and amplify your impact.
info@athelneyconsulting.co.uk