Apart from my enjoyment of working with ‘Later Life’ clients and their families I also like to work with Family run Businesses or Friends and Family run businesses.
Many of my Business owner clients are approaching Later Life and would like to put plans in place for exiting the business. By working with experts in other areas we aim to make the transition from Business owner to ‘Person of Leisure’ as smooth as possible. For clients who are still in the planning stage I help ensure that their business has optimized its spending on Protection, Pensions and Employee benefits.
Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
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.