Business owners

We specialise in providing advice to business owners, with particular emphasis on helping them create financial independence for themselves and their families.

By spending time getting to know what makes your company successful and understanding your own specific wealth creation objectives, we create and instigate a plan of action. Our services apply to all companies wherever they are in their life-cycle - from start up to exit.

We look at every aspect of your corporate profile, including pensions for you and your employees, key person and shareholder protection, business relief, business liability audits and exit strategies*.

*Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.

Got a question?

If you would like to speak to us about a particular issue or wish to find out more about the services we offer, please get in touch.