A business owner will face many challenges during the lifetime of their business such as; identifying and dealing with risk; attracting key personnel; structuring income and assets tax efficiently and ultimately business succession.
There are a wide range of financial products, advice and services available that are designed to assist business owners throughout their business journey. The range of products and services PD Financial Management can advise on broadly covers but is not limited to:
- Business Protection
- Shareholder and Partnership Protection
- Group Pension Schemes / Auto Enrolment
- Employee Benefits
- Management of Assets
- Aspects of Business Exit Strategy*
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 note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.