Having worked closely with the veterinary profession for many years, I understand how the everyday demands of running a busy practice can take your focus away from achieving your personal financial goals and establishing financial security.
Whether you are looking at:
For you and your family:
- protecting your income in the event of sickness or disability
- planning for your retirement
- maximising investment opportunities
- efficient tax planning
For your practice:
- finance the purchase of your practice
- Key person / shareholder protection
- group private healthcare
- access to a pension plan for your staff
- creating a business exit strategy*
- Employee benefits
*This is likely to involve a service that is separate and distinct to those offered by St. James's Place.
Whatever financial challenges you face, I can help you achieve clarity on your business and personal financial ambitions to achieve the lifestyle you require now and at retirement.
As a responsible employer I am sure you want only the best for your staff's wellfare. I am happy to meet with your staff either on a 1-1 or group basis to help them understand and to take control of their own financial future. By opening my services to your staff it will make them feel a valued member of your team and can help you attract and retain your best people.
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. The value of any tax relief depends on individual circumstances.