Business and corporate
We understand business. Our founder and managing director, Adam Rhodes, has built a company from being a single financial adviser in Derby to employing 20 people. He has experienced the pitfalls and the possibilities and has passed his experience on to our team. We can help seize the opportunities, overcome obstacles and ensure employer obligations are carried out.
How can we help?
We are proud to support businesses in growing their success, and provide support in a broad range of complex financial planning.
St. James’s Place Wealth Management has launched the Entrepreneur Club to further optimise our relationship with business owners, providing insight, updates and strategic support. We work with a range of specialists to tailor business advice to you.
Please note that where you are introduced to the services of one of the advisory network support specialists relevant to you and your business, the services they provide will be separate and distinct from those offered by St. James’s Place and they will discuss with you fully any costs that may be associated.
Business shareholders all have the same aim, to help the business prosper. If something were to happen to a key shareholder, or yourself, do you have plans in place to ensure there is no lasting negative impact on the business? Our advisers can review all scenarios and ensure that in the event of shareholder or partnership critical illness or death, the right protections are in place to keep the business on the right track.
Benefits and remuneration are often key factors that prospective employees take into account when presented with a job offer. We can help you make sure that your employees are receiving the ideal benefit mix. This as a result contributes to employee satisfaction, recruitment and retention. Our advice mix includes Flexible benefits, salary sacrifice, private medical insurance and protection planning. We can also help protect you as an employer, putting in place the necessary cover to ensure that you can recruit temporary employees, financially support employees and their families and employee assistance programmes.
It’s difficult to imagine exiting the business you worked hard to build, but it is equally important to take time to enjoy the results of your success. We work with a panel of specialist business advisers to help you plan for your exit, securing the future success of the business and your own plans for your future.
Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.
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.
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.
Working with you
We provide face-to-face financial advice to our clients.
Giving you the opportunity to review your financial affairs regularly.
Managing your investments proactively, with your needs in mind.
Exploring new opportunities with you.
Planning for the future appropriately helps to preserve your estate and pass it to those closest to you.
Protecting those closest to you with estate planning.