Three stage process to help small and medium size business (SME) and business owners deliver their future goals and lifestyle. 

Your Business WealthDiscovery Plan - Helping you design and deliver your future goals and lifestyle

Your business and your life are intrinsically linked. We understand the significance of the financial, physical, and emotional investments you have made in your business. As your business grows, so too does your net worth and the lifestyle it affords you and your family. Every decision you make along the way plays a pivotal role in shaping your future.

As you journey through the financial challenges and responsibilities of business ownership, it can at times feel overwhelming, risky and unrewarding. It’s therefore important that you are clear on your business goals and lifetime objectives so that you can take proactive steps to create a realistic plan to aiming to achieve them both.

Creating a roadmap to help you achieve your business and personal lifetime objectives

There are many aspects to consider to adequately plan for the financial future and success of your business in a way that supports your personal wealth and lifestyle aspirations.

You may not have considered this yet, or it may feel confusing, time consuming and/or not relevant to the stage you are at in your business. In truth, the earlier you start to take control and plan for the financial future of your business, the quicker you can start to see the results of your hard work.

Our Business WealthDiscovery Plan is a comprehensive roadmap tailored to your unique business and personal objectives. Whether you're aiming for greater financial reward from your business, seeking to build a legacy, or planning for early retirement, we are passionate about helping you achieve your aspirations.

Who is the Business WealthDiscovery Plan for?

The Business WealthDiscovery Plan service is for you if you: 

• Seek business success while prioritising work-life balance
• Desire expert guidance in setting clear goals and navigating towards them
• Want to maximise financial growth opportunities for both business and personal wealth
• Need comprehensive financial support beyond what their accountant can offer
• Are facing financial uncertainty or worry about their business's future
• Are considering growth through investment or partnership
• Aspire to retire early or sell their business*
• Have experienced life-changing situations affecting their business priorities

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

What will the Business WealthDiscovery Plan service include?

With our Business WealthDiscovery Plan, you can expect:

• Clear alignment of your business financial goals with your personal objectives
• A roadmap tailored to guide you towards your business and lifestyle goals
• Expert guidance to maximise financial growth opportunities
• Strategies to protect your business, family, and legacy
• Assistance in gaining control over your assets, savings, investments, and pensions
• Measures to de-risk your business and ensure future stability

We are committed to your success and financial well-being. Let us help you navigate the complexities of business ownership and achieve your business and personal aspirations.

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.