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Being a director of a company requires you to put on multiple hats and work with lots of different skill sets.
Accountants, lawyers and marketing experts.
A key part of running a business is having a good team around you.
That why like your accountant and solicitor you should also have someone looking after your personal finances.
Someone who can take that job away and look at growing your money in other avenues.
Someone who knows the ins and outs of your finances.
Understands how retirement planning works.
And can weave your personal finances into a bespoke plan.
if this sounds like something you might be interested then please get in touch below.
Whilst we provide the bespoke and tailored service of a small firm.
The suitability of our advice has the backing of one of the UK’s largest wealth management companies.
Ultimately, this gives you an extra layer of protection and the best of both worlds.
Being high up in a company means long hours and hard work.
We guarantee you will know the in and outs of all parts of your operations.
However, there is often not as much thought put into your personal finances and your pensions and investments plans are often on the back burner.
So, we take the pressure and do the hard thinking for you.
We make your finances work towards your future.
But this doesn’t happen in one day.
We work with you to work out what risk your comfortable with, and what your long-term goals are.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
As a director you might be awarded with shares, usually with a tie in period.
Having shares in one company can be very risky.
After all you shouldn’t have all your eggs in one basket.
The same is true of your shares.
The more diversified you are the more reduced your risk is.
However, Should you sell all your shares? How does the tax work? What should I do instead?
These are question we help you with.
Passing on your estate is one of the biggest challenges you will face.