For Business

Personal advice designed to support your business,
your strategy, your income and employees

Business Wealth Management & Financial Advice

FOR BUSINESs OWNERS & EMPLOYEES


There are many factors that could unexpectedly impact your business, our wealth management advice and services for businesses can help manage and protect your business, your employees and your income for a more secure future.

 
46 %

Only 28% of UK businesses established in the past two years have any kind of business protection, and 46% would cease trading immediately if a key person was lost due to illness or passing away.1.*

54 %

54% of small business owners don't currently have key person cover, and 20% have never heard of it. 2.*

50 %

Half of UK business owners have no pension. 2.*

48 %

48% of business owners who want to sell have no exit strategy. 3.*

Sources: 1* My Insurance Hub 2020, 2* Royal London 2017, 3* Yourmoney.com 2019, 4* UBS 2018, 

What We Do 

OUR SERVICES


Whatever the nature of your business, we can help you find the most accurate and effective insurance and protection.

Make sure your business is prepared for cases where an employee is unable to work due to a long-term injury or illness, we can help you establish Group Income Protection to ensure you have financial protection and support.

Adding Group Private Medical Insurance to your business can be a valuable asset when it comes to providing both confidence and peace of mind to your existing workforce and of course, be a great recruitment tool when hiring new talent. We help you find a solution that will be beneficial to both your business and your employees.

There are a lot of regulations and laws surrounding workplace pensions, we make it simple to ensure that your business has a pension plan in place that meets all statutory requirements.


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.

It is a great idea for your company to offer protection to employees should they or their families experience a critical illness. We can help you find a solution that will equally benefit you, your business and your employees, so everyone can have peace of mind.

We make it simple and easy to find the right Trustee Investment Planning for your business, providing a wide range of investment options to help you grow over a medium to long-term period.


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.

Get accurate advice on tax requirements for your business, personalised entirely to the specific needs of your individual situation.


The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

If you are looking to grow your business, we provide personalised advice designed to help you navigate a range of commercial and corporate investment solutions, so that you can achieve your next strategic objectives.


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.

Whether you have decided it's time to plan your exit strategy or you just want to be prepared, we help you explore your options and get the ground running on the best plan for you and your business.


Exit strategies may involve the referral to a service that is separate and distinct to those offered by St. James's Place.

St. James's Place Advice Guarantee 

REASSURINGLY TAILORED


St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group's website here.

The St. James's Place Advice Guarantee is exclusive to products and services administered through St. James's Place only. It does not extend to products or services via third party providers.

 

Latest Testimonial

"If it wasn't for Jon's advice and support, we wouldn't be in our dream home! Not only that but thanks to Jon's recommendation, we have been left financially secure following a cancer diagnosis- you never know whats around the corner, and taking Jon's exceptional advice has saved us from financial disaster! I would highly recommend Jon's services- we wouldn't go anywhere else now!"

Leanne Jones

HR Manager Cowbridge

Latest Events 


Attend Our No Obligation Wealth Clinic

Available every Friday at the Loft Lounge Gentle Way, Bridgend CF31 5EJ 1pm-3pm

Get answers to common questions relating to

  • Personal or work related pensions
  • Investments
  • Mortgages
  • Protection & Insurance 
  • Inter-generational wealth management 
  • And more...


Your home may be repossessed if you do not keep up repayments on your mortgage.


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.

Latest Events 

GET THE ANSWERS YOU NEED


Join Our Webinar - Bridgend Ford Special

In light of the upcoming Bridgend Ford plant closure, Jon Purnell will be hosting a series of dedicated webinars to help employees gain clarity in this difficult time.

Get answers to common questions relating to:


  • Overview of your existing workplace benefits, pensions, death benefits and income protection.
  • Overview of state pensions and state benefits.
  • What Financial security dependent on your age and lifestyle.
  • Redundancy package and pensions.
  • Live Q&A.


Tune in Thursday 30th July @ 7- 8pm and Saturday 2nd August @10 -11am.


Your home may be repossessed if you do not keep up repayments on your mortgage.


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.

Claim Your Wealth Health Check Today


If you would like to find out more about the range of services we provide, simply get in touch today for friendly, personalised advice. Whether it be for business or personal purposes, together we can build a strategy to help make your money work for you.

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