A Specialist Financial Planning Service for Businesses
The Wheel below highlights some of the key functional areas of your business that we can assist you with. We will work with other professionals to help provide a holistic financial plan that will be adapted to meet your requirements now and into the future.
*Exit strategies may include products and services that are separate and distinct to those offered by St. James’s Place and Sovereign Wealth.
We specialise in working with Business Owners, Directors and Senior Executives to help them achieve their goals through effective financial planning.
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.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
How we help
A Specialist Service for Business Owners
Preparing for the future, both personally and for your business involves creating a robust plan.
What does success look like for you? At some point in the future most people want to ease back the throttle on work. Here are a few of the important questions that will need to be answered:
Who will buy/take over your business when you retire?
How much will you require without a regular salary?
What are your plans for retirement?
How will you pass your estate to your family in the most tax efficient manner?
How could you pay for care in your old age?
How will you ensure your family are provided for when you have gone?
*Exit strategies may include products and services that are separate and distinct to those offered by St. Jame’s Place and Sovereign Wealth.
The foundations of your plan will focus on three key areas:
How to efficiently invest the profits and proceeds from the sale of the business.
How to protect your business and family in the event of ill health or death.
How to prepare a prudent exit strategy* to help you maximise the value of your business by designing and implementing a strategy to ensure an optimal position ahead of any sale.
Get in touch.
We work with many local business owners and directors in the Midlands, helping them and their families to become financially independent.
Whether you are a startup looking to scale or a seasoned business owner planning your next journey, we will take the time to understand your objectives and plan a course of action.
You can call us on 0116 222 0372 or email us at the link below.