As a business owner/director time means money. The stresses and time constraints of being a key decision maker often result in a mind frame of procrastination towards financial planning.
- "My business is my pension”. Is this a sensible strategy?
- Are you planning to exit your business in the
- Are you sure you qualify for Business Relief?
- Is your Business Will consistent with your personal Will**?
- How confident are you that your business will be able to continue to trade should anything unexpected happen to you or other key Directors / Employees?
- Have you carried out a Business Liability audit?
- Do you have the appropriate Directors & Officers cover in place?
I specialise in developing tax efficient solutions and strategies for the entrepreneurial sector, whether that be achieving financial independence for individuals and their families or building a plan incorporating business development. Please find more information on my corporate services here.
As all business and individual needs vary greatly, I pride myself on understanding the engine behind companies and their owners before creating any tailored bespoke plans.
The Entrepreneur Club
With this in mind, St. James's Place Wealth Management has launched The Entrepreneur Club. Designed to provide access to advice and support that will help maximise the growth rate and valuation of your business, we work closely with advisory network support specialists, including external business consultants, who in turn work together with business owners as their journey starts, right through to exit. This insight has provided us with a deep knowledge of common stresses and needs experienced by the business owner. We can assist in addressing these key concerns and challenges helping you confront and overcome the contraints that hold back your business from achieving its full potential.
Through the Entrepreneur Club, we and the advisory network support specialists available, will work with you and, where necessary, refer you to one of the experts within our network of professional advisory firms. This network includes specialists in helping entrepreneurs maximise the growth rate and valuation of their enterprise.
Joining our Entrepreneur Club is only a small step away.
Please note that where you are introduced to the services of one of the advisory network support specialists relevant to you and your business, the services they provide will be separate and distinct from those offered by St. James's Place and they will discuss with you fully any costs that may be associated.
*Exit Strategies may include products and services that are separate and distinct to those offered by St. James's Place.
**Will writing involves a service that is separate and distinct from those offered by St. James's Place.