We specialise in working with business owners in the increasingly complex area of entrepreneurial financial planning, from pension planning to employee benefits, insuring against the loss of a key director through to assisting with aspects of exit strategies.
St. James's Place Wealth Management has launched the Entrepreneur Club with you in mind. Designed to provide access to advice and support that will help maximise the growth rate and valuation of your business, we work closely with advisory network support specialists, including external business consultants, who in turn work together with business owners as their journey starts, right through to exit. This insight has provided us with a deep knowledge of common stresses and needs experienced by the business owner. We can assist in addressing these key concerns and challenges helping you confront and overcome the constraints that hold back your business from achieving its full potential.
Our SME Diagnostic Tool will enable you to compare confidentially your business with similar businesses on a local and national level.
We have developed a communications programme designed for club members to inspire, educate and motivate you.
Through the Entrepreneur Club, ourselves and the advisory network support specialists available will work with you and, where necessary, refer you to one of the experts within our network of professional advisory firms.