Time is rarely on your side when you’re running a business. It takes commitment, hard work, determination and perseverance to succeed.
So when it comes to the businesses’ finances, and indeed your own, you could probably do with a helping hand to ease the pressure and keep things running smoothly.
Without the right help, financial planning for yourself and your employees can quickly become neglected and sometimes completely overlooked.
Effective planning is key, especially as your business grows and the finances start to become increasingly complex.
I can help you put the right plans in place. Plans that will help to build your financial security over the longer term.
Running a business can be stressful. I will ease some of the pain with our range of services designed for the corporate world.
The value of an investment 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.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief 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.
If you would like to speak to us about a particular issue or wish to find out more about the services I offer, please get in touch.