We work closely with many business owners to support both their personal and professional financial ambitions. As business owners ourselves, we know all about the financial challenges and pitfalls that they face on a daily basis. Not only do they need to plan for themselves and their family, but also their employees and their families. It is a substantial responsibility.
We help business owners to take and then stay in control of their financial strategies. For many, their business is their pension and, often the most significant aspect of their lives other than their family and loved ones. Not only can we advise on the more obvious personal issues such as investments, retirement and protecting their estate but we also provide advice on how to grow and maximise the value of their business.
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.