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Being an entrepreneur of a company requires you to put on multiple hats and work with lots of different skill sets.
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.
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.
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.