SJP Advice for Business Owners

We can offer you invaluable financial advice which spans both business and personal needs.

Our trusted financial advisers consider your personal wealth and the health of your business as one, so you have a comprehensive overview of your financial position.

We advise business owners on all aspects of corporate financial planning, from running your business tax efficiently, managing risk, looking after your people and, when the time is right, helping you plan a successful exit strategy*. And at the same time, we specialise in personal financial advice that supports your lifestyle today, and in the future.

With the right advice your planning should extend seamlessly from your business interests to your own personal finances.

Could your business be your pension?

Relying on your business to fund your retirement can be a high risk strategy.

We can take a 360° view of your business and personal goals to create a long-term financial plan that can help you achieve your desired ambitions in later life.

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Supporting your business at every stage

From start up, to growth, through expansion and maturity, to exit* and beyond. 

We’re with you for the whole journey.

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Looking after your people

Good people can be much harder to replace than technology. And the costs can be high.

An employee benefits package is less expensive than you might think.  We can help you design a package which will look after your people in both difficult and good times.

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Exiting or selling your business

If you are thinking of exiting or selling your business*, early planning can be the key to success.  

There are many different options for exiting your business and you can trust us to help you plan a successful exit*.

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*Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.

One-to-one financial advice

We’re the human in your financial corner.

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SJP Approved 23/07/2025