Owning and running a business can be demanding, and it isn’t uncommon for those at the top to give their personal and business finances less attention than they deserve.
Without a strategic financial plan, however, you might find you’re not as well prepared for the future as you could be, and that can impact on your family and business colleagues too.
We have specialist expertise in working with business owners and company directors – particularly small and medium-sized enterprises with turnovers of between £1 million and £70 million – to help put a strategic financial plan in place. By considering personal finances in tandem with those of the business, we create integrated solutions built for tomorrow as well as today.
From growing your business to planning your exit strategy, and helping you and your fellow directors deal with things like pension planning, shareholdings and tax, we create a long-term strategic plan designed to help you get the most from your assets – and help you benefit from your years of hard work.
Exit planning may include the referral to a service that is separate and distinct to those offered by St. James’s Place.