Your Business WealthDiscovery Plan

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

Your business and your life are intrinsically linked

We recognise that the financial, physical and emotional investment and commitment you make to your business is significant. 

As it grows, your business success, net-worth and also the lifestyle it affords you and your family, both now and in the future, will hinge on the choices and the plans you make every step of the way. 

Your business and your life are intrinsically linked and 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 ensure you 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 achieve the return on your investment personally.

Perhaps you'd like to make sense of your current financial position in order to take advantage of investment opportunities? Maybe you have uncertainty around your tax and pension planning needs? You might be looking to accumulate enough wealth to provide for your children's higher education? Or perhaps you have a desire to exit and retire early with enough personal wealth to enjoy your retirement comfortably? 

Whatever you aspire to achieve in your life and business, we are passionate about helping you to get there with our Business WealthDiscovery Plan service.

Which small business owners is the Business WealthDiscovery Plan service for?

The Business WealthDiscovery Plan  service is for you if you: 

  • Seek business success but want a better work/life balance
  • Want to set a clear Roadmap towards achieving your business and lifestyle goals with expert guidance to your desired destination
  • Want to a greater financial reward and return on investment from their business
  • Want to build a legacy and financial security for their family
  • Need a greater level of financial support and input than their accountant can provide
  • Whose businesses are experiencing financial uncertainty or are worried about their financial future
  • Are looking to grow with outside investment or by bringing in a business partner 
  • Want to grow and are ready to or planning to employ staff
  • Want to consider investment opportunities themselves
  • Have aspirations of selling their business and/or retiring early*
  • Whose priorities in business have changed as a result of a life changing situation

*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?

Your Business WealthDiscovery Plan  will take the confusion out of business and personal financial planning and will:

  • Set out your business financial goals, married with your personal and lifetime objectives i.e. focused on what is truly important to you 
  • Include a Roadmap to help you achieve your business and lifestyle goals, with expert guidance to your desired destination
  • Be focused on maximise financial growth opportunities for both you and your business
  • Be focused on ensuring your future financial success, security and your legacy
  • Ensure appropriate protection is in place to safeguard you, your business and your family
  • Help you gain greater control over your assets, savings, investment and pensions, in turn helping your business to grow
  • Help you and your business de-risk and ensure the future stability of your business and personal wealth
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.

Sarah Quirk

SarahQuirk Associates Ltd
A Partner Practice of St. James's Place Wealth Management
Discover how our tailored advice can help secure your finances today and deliver on your aspirations for tomorrow.