Corporate clients
Running a successful business takes time, commitment, hard work and determination. This means that owners have little time to think about their own financial objectives, or the protection of the business they have created. As a result, planning your own and your employees' financial security becomes neglected or often completely overlooked.
As a director, it is important to look after your own increasingly complex personal financial affairs. Careful planning is key to ensuring financial security over the longer term, and advice from a wealth management specialist can help you meet your aims while concentrating on managing the business.
Corporate Pensions and Employee Benefits
Financial Education
Financial Education is high on many corporate agendas and there are a significant number of events covering this topic. I have designed a programme that creates an environment where your workforce will 'want' to do this, rather than being 'told' to.
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.
