You and your business

As a successful business owner, you will be aware of the financial planning needs of your business - and that employee benefits are critical to recruiting and retaining staff. You may have questions about auto-enrolment and want to know more about the portance of key person cover and protection.

With access to experts, I can help you with the detailed knowledge and understanding you need to make informed decisions that will benefit your company. 

Having worked with business owners for many years, I can conduct a financial review of your business and make the necessary recommendations.

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.

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.