A specialist wealth management service for business owners
Business success requires a great deal of hard work and commitment as we know only too well. Successful people are often just too busy so day-to-day business decisions will invariably take priority over long-term financial planning. For example:
- How confident are you that relevant business risks are identified and managed effectively?
- Are your personal and business incomes and assets structured tax efficiently and will they be protected in the event of a serious illness?
- Are you fully aware of the impact of legislation on your business such as Auto Enrolment, which is going to affect every employer who has at least one employee?
- Do you have a clear idea of how your and your family's financial future can be secured?
We can work with you to develop an approach that will prepare you, your family and your business for whatever the future has in store.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.