As a business owner you’ve put an enormous amount of time, effort, and money into your business. Not surprisingly, the more it succeeds, the more complex financial management becomes. On top of this, when you are running a busy company a lot of tasks that feel less urgent often take a back seat, Little things like planning your own personal financial management.
Your business and personal finances are two sides of the same coin. That’s why our team provides tailored advice on both fronts so you can reach all of your goals without missing a step.
We collaborate with your existing advisers in order to get a comprehensive view of your financial landscape, before crafting your plans for both business growth and asset management.
Our goal is to help you make the most out of what you have – now and in the future!
You and your family.
When it comes to planning for your retirement, your business may be the biggest asset you possess. You might hope that selling it will generate enough funds to support a comfortable post-work life with your family. But, unless you make the right moves today, you may not be able to realise the retirement you want.
Our advisers will custom craft a long-term roadmap for financial independence and security so that you can retire with peace of mind. We provide guidance on shielding yourself, and your family, from potential risks for the future, granting assurance and dependability throughout your retirement years.
You and your business.
As a business owner, you will be aware that the financial planning needs of your business, such as providing employee benefits which are critical to recruiting and retaining staff. But there may be other, more complex, financial aspects that you aren’t aware of, or need advice and guidance on such as employee pension auto-enrolment, or tax implications when providing medical insurance.
Our team of experts will provide you with the detailed insight required to make smart decisions that can bring enhanced future success to your business. We can also offer a full financial review as well as advice and recommendations tailored to optimise results for your company.
Our investment planning advice promises to assist you in cultivating wealth and safeguarding against inflation and other risks.
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 wells up. You may get back less than you invested.
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
JPS Wealth Management Ltd is registered in England and Wales, Number 09274545. Registered Office: 14a Montpelier Place, Brighton, BN1 3BF.
