Corporate Services

As a fellow business owner, we know that running it successfully takes time, commitment, hard work and determination...

You are normally under a lot of pressure to build and run your business meaning you probably don’t have the time to think about your own financial planning. We take time to understand your personal and business objectives with face-to-face advice.

We can help with your financial planning from start up to exit including:

  • Protecting shareholders and partners
  • Relevant Life Plans
  • Protecting Key Staff in the event of death or injury
  • Set up a workplace pension
  • Exit Strategies *

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.