Financial Planning for Business Owners
As a business owner you have lots of opportunities available, but often not enough time and knowledge to make the most of them. That’s where we come in, we’ve helped many business owners think about the future and what they want to achieve. We have experience of working with those just starting out right through to those who are looking at exiting or selling their businesses.
As a business owner your personal and business finances are usually closely aligned.
Business can often be fast moving so we meet our business owner clients on a regular basis to provide them with guidance and reassurance. We’re also here for them in between meetings if there’s anything they want to discuss or need a second opinion on.
We’re always open to working with your existing professional connections when helping you plan for the future.
When you focus on what you specialise in (running your business) and we focus on your Financial Planning, suddenly the future becomes much clearer.
Supporting your team
Successful businesses need motivated and productive employees. Our Financial Wellbeing Program can help support your team.
Employee Benefits
Employee benefits packages help you attract and retain the highest calibre employees. We can help you with designing and implementing a bespoke solution for your company. Benefits can include workplace pensions, death in service, group income protection, group critical illness and private medical cover.
If you’re still unsure if Financial Planning is for you and your business, here’s some common questions that we’ve received from prospective business owner clients who later became NOW clients.
- Should my company pay into my pension?
- How much should my business be paying into my pension?
- Can I set up my life insurance through the business rather than pay personally?
- How can I reduce the amount of tax I pay?
- What happens to my business if I become ill or die?
- How much do I need to sell my business for to enable me to lead the life I desire in the future?*
- Can my pension buy my business property?
- How do I offer a workplace pension to my employees?
- Is our company employee benefits package competitive?
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.
*This may involve services which are separate and distinct to those carried out by St. James's Place.
Got a question?
Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.
