Owning your own business can be exhilarating, frustrating, and challenging - often in the same day. Every decision, from strategy to stock control, can come down to you. Yet running a business and its finances often leaves you little time to plan your own personal finances so that you can achieve financial security for you and for your family.

We know that your business and personal goals are often linked. Taking a holistic view of your business and personal financial situation, we can help you build a strong financial plan that adapts as your business evolves. This could include working out the best way to draw an income from your business, to calculating how much you will need in later life and how you might make your desired future a reality.

We can help you make decisions for now and the long term – for you and your business. This may include advice on areas such as effective tax strategy to agile cash-flow management and protection against risk. And when the time is right, we can help you with planning a successful exit strategy*.

*Please note that advice with regards to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.