Business Owners

Your time is precious, the challenges relentless and your focus is on running your business. Find out what you need to know. Put a plan in place. Buy time.

Benefit from specialist expertise and advice from someone who runs their own business, and who understands there’s no clear line between business and personal finance.

Watch this short video to find out about:

 

  • The building blocks of a great financial plan
  • Our approach to working with our clients
  • What we hope to achieve for you
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 the referral to a service that is separate and distinct to those offered by St. James’s Place.

You Need To Know About

  • Business protection
  • Optimising cash
  • Pensions obligations and opportunities
  • Planning a successful exit
  • Post-exit planning

We give you the answers, backed by the George Shippam Financial Planning Guarantee.

Download The Skeleton Guide