Corporate Services

Financial planning for yourself and your business employees

Corporate financial advice

Effective planning is key, especially as your business grows.

Behind every business, there’s a person. There’s you. We recognise that your time is precious. Working with us means you can spend your time effectively growing your business.

We believe in the power of listening. We are passionate about getting to know you and your business. Our client-focused and personalised approach allows us to transform your short, medium and long-term goals into an effective financial plan shaped around your objectives.

Our corporate services are designed specifically to support business owners like you. We know how challenging, stressful and time-consuming running a business can be. We are here to empower you so that you are in control of your business’s finances. Thanks to our wealth of experience in advising the corporate world, we are able to consistently deliver unrivalled end-to-end professional financial support for your business. The discussions we have with our corporate clients might include:

Growing your capital
Risk management
Fresh expert ongoing advice
Investment and savings support

We understand that every business’s journey is different. Wherever you are in your business lifecycle, including start-up, expansion and succession, our financial experts are committed to providing a fully comprehensive package every step of the way. We are excited to be part of your journey.

Proper financial planning today will help your business thrive tomorrow. Together, we can create bespoke wealth management solutions tailored around you, giving you and your business financial security in the future.

Financial planning is essential to your business’s overall strategy for success. Effective wealth management will benefit you, your business and your employees. We help people, businesses and institutions preserve, protect, manage and grow their wealth, helping them to fulfil their financial ambitions.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Corporate Services

Service and financial advice supported by Hall & Gertski

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Pension Reform – Your Obligations

Do you know about auto-enrolment? Is your business legally complying with all current regulations? Our experts are here to support you. Auto-enrolment products are not regulated by the Financial Conduct Authority.

Corporate Planning

Nobody knows what tomorrow holds. We empower business owners to effectively plan today, so your company is protected for the unexpected, in the future.

Shareholders

Our financial experts are here to help protect your shares, while providing complete peace of mind by creating an effective plan for your future, that you feel in control of.

Employee Benefits

Providing your staff with attractive benefits will help recruit and retain strong employees. Together, we will help you create a benefits package shaped around your business.

Corporate Pensions

Helping you, your loved ones and your employees to look forward to a more financially stable future by creating corporate pension plans designed with your business in mind.

Tax Mitigation

We make sure you keep as much of your hard-earned money as possible by working with you to create a tax-efficient and legal wealth management strategy.

Exit Strategy

Wanting to leave your business is normal. Our experienced financial experts are here to support you through the process, while ensuring your exit goes as smoothly as possible.

The value of an investment 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. Auto enrolment is not regulated by the Financial Conduct Authority.

Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.