As a successful business owner, you will be aware of the financial planning needs of your business. You will be aware that benefits are critical to recruiting and retaining staff; you may be concerned about auto enrolment, and you will also know the importance of key person cover and protection.
However, you may not have the detailed knowledge and understanding to make informed decisions that will be of most benefit to your company.
Having worked with business owners for many years, we 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.