Corporate Advice

Share this page:
Share on facebook
Share on twitter
Share on linkedin
Share on print
Share on email

Running a successful business involves time, commitment, hard work and determination. This means that owners have little time to think about their own financial objectives, or the protection of the business they have created. As a result, planning your own and your employees’ financial security can get overlooked.

As a Director, it is important to take care of your own increasingly complex personal financial affairs. Careful planning is key to ensuring financial security over the longer term, and advice from a Cathedral Wealth Management Specialist can help you meet your goals while you focus on managing your business.

Corporate services we offer are:

  • Auto Enrolment and Executive Pension Planning
  • Shareholder Protection Planning
  • Corporate financial protection planning
  • Arranging employee benefits such as: Death in Service policies, Private Medical Insurance and other Company fringe benefits
  • Advising you of your responsibilities on future pension reforms
  • Corporate investment opportunities

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.

Please call us on 01243 813058 for more information

Corporate Advice

Find out more

Inheritance Planning

Find out more

Investment Advice

Find out more

Retirement Protection

Find out more

Protection

Find out more