We specialise in wealth planning for business owners. Sounds simple…but business owners really do need something extra when it comes to wealth management. From buying your business's commercial premises with your own pension planning…to planning for a business sale & making the most of Entrepreneurs Relief; From tax efficient profit extraction (getting your money out of your company)…to protection policies tailored for the needs & responsibilities of business owners. We operate from bases in Manchester and London to serve the whole country.

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.

There are strict rules on what property can be held in a Pension and how.

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