Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, products or services by us or St. James’s Place. Please note that clicking a link will open the external website in a new window or tab.
Being an entrepreneur of a company requires you to put on multiple hats and work with lots of different skill sets.
Accounts, lawyers and marketing experts.
A key part of running a business is having a good team around you.
That’s why like your accountant and lawyer 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 pension planning works.
And can weave your personal and business finances into a bespoke plan that works.
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.
Our team has won numerous awards including the Personal Finance Society Investment Specialist of the Year 2020. You can read more about our awards by clicking the icon above.
We take the time to get to know you and spend the time to figure out if we are a good fit. We want to work together for the long term to help achieve your goals.
We work with the rural community so we understand the summer is busy and that the profits may not always be clear until the last moment. We can work with you, your team and your accountant to help you plan for the future.
Our team has won numerous awards including the Personal Finance Society Investment Specialist of the Year 2020. You can read more about our awards by clicking the icon above.
We take the time to get to know you and spend the time to figure out if we are a good fit. We want to work together for the long term to help achieve your goals.
We work with the rural community so we understand the summer is busy and that the profits may not always be clear until the last moment. We can work with you, your team and your accountant to help you plan for the future.
Running a company means long hours and hard work.
We guarantee you will know the ins and outs of all parts of your operations.
However, there is often not as much thought put into your personal finances meaning your pensions and investment plans are often on the back burner.
So, we take the pressure off 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.
We find out about you and what you want to achieve - as well as gain a good understanding of your current position and explain a little more about us.
Financial planning requires consideration as we need to look at all the opportunities available. Typically, this takes us a couple of weeks but if it is complicated it may take us longer.
We take our ideas and explain the options; the pros, the cons and the costs. We make it simple to understand and then you decide what you want to do
Once you have agreed to our plan, we work to make it happen. We then review and monitor everything with regular meetings to ensure you continue to receive the advice you need.
It’s not uncommon for people to use their business to help fund retirement or to sell for a cash exit.
What do you do with the money when you exit?
How do use your business for retirement?
What impact does this have on passing on the wealth to my children?
We help you to consider all the options and help you to make the best decision with your money.
Passing on your estate is one of the biggest challenges you will face.
