I specialise in providing advice on how business owners can create financial independence for themselves and their families.
By spending time on understanding what makes your company successful and your own specific wealth creation objectives, I can put a plan of action in place. My services apply to all companies wherever they are in their life-cycle, from start up to exit.*
I look at every aspect, including pensions for you and your employees, key person and shareholder protection, business liability audits and exit strategies*.
I also have a range of literature specially produced for business owners.
*Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
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.