Preparing for the future, both personally and for your business involves creating a sound plan.
Without this you are far less likely to achieve your goals and objectives. Once you have established the figure you require to fund your financial independence, it is of paramount importance to put in place a plan of action to help you achieve it.
We specialise in helping business owners and directors to create and build a wealth plan tailored to your specific personal and business needs.
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.
*Exit strategies may include products and services that are separate and distinct to those offered by St. James’s Place and Sovereign Wealth.
The foundations of your plan will focus on three key areas:
- The implementation of a wealth management strategy to explore the opportunities available to you to help invest both profits extracted from the business over time, in addition to the proceeds upon your exit in the future.
- The application of a protection plan to provide a safety net to ensure your family and business is protected in the event of ill health or death.
- The preparation of a prudent exit strategy* to help you maximise the value of your business by building and developing the business into an optimal position ahead of sale.