Business owners

As a wealth management business that specialises in helping Entrepreneurs; through our 360⁰ Business Advisory and Financial Planning Service, we can help you achieve the goals you dreamed of in those early years of business planning. Through our Entrepreneur Club, you will work closely with your existing professional advisers, helping you make the most of your business and personal assets.

We work in conjunction with an extensive network of external growth advisers and SME specialists, such as Elephants Child, who have been carefully selected by St. James's Place.  The services provided by these specialists are separate and distinct to the services carried out by St. James's Place and include advice on how to grow your business and prepare your business for sale.

Business Growth Advice;

  • Provision of analytical and diagnostic review of Productivity, Profitability and Growth of Small to Medium Size Enterprises in comparison with competitors and industry sector. 
  • 360⁰ Report of Business Productivity, Profitability and Growth and CEO Meetings with the Business Advisory arm of ADH Wealth Management.
  • Business Growth group and individual workshops through the Business Advisory arm of ADH Wealth Management.

Financial Planning;

  • CEO and Director Pension Planning 
  • Tax-led Profit Extraction Strategies 
  • Employee Benefits and Employee Pension Review seminars 
  • Personal Wealth Management strategies 
  • Inter-Generational Wealth Strategies
  • Shareholder and Partnership Financial Protection.

Exit and Succession Planning;

  • Short to long term exit/succession strategies;
  • Medium to long Term Corporate Investing
  • FRS102 compliant Corporate Investing 
  • Maximising Entrepreneurial Relief 
  • Business and Personal Estate Planning 
  • Access to Corporate Finance Boutiques when selling the Business

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

 

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

Start Up
Engaging with ADH Wealth Management at the embryonic stage of your business will provide support with your critical thinking, early-stage business growth and long term financial planning vision.
Growth
Our Business Advisory Service will support you through one of the most exciting but demanding stages, during which time decisions you make now can shape the future of your business whilst our Financial Services team prepare long term Investment Strategies.
Expansion and maturity
Developing middle management, scalable IT strategies and work processes, assessing whether shareholder structure is fit for purpose, helping to enhance cash and return on investment driving business success.
Exit/Succession strategies
We will work with you to considering emotional preparedness to sell, whether the successors are mature enough with the business to continue your legacy and reviewing the businesses for weaknesses.
Adrian Hanger
ADH Wealth Management
Copyright St. James's Place © 2024
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Copyright St. James's Place © 2024