We help you make better choices with your money
We understand the pressures you are under to drive your business to the next level and how difficult it is to find the time to get everything working optimally.
In our first meeting, we want to learn about you and your business and often have a discussion around:
- Protect: how can you protect your business
- Control: if something happens how can you maintain control
- Extract: what are the ways to extract your profits or keep the money in the business. Can you make it work harder?
- Your people: what is your strategy and how can financial services help.
This approach helps you optimise your business and make it less susceptible to the unexpected. Helping you focus on running your business and building a robust strategy to your eventual exit.
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.
Equities do not provide the security of capital associated with a deposit account with a bank or building society.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.
Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.