PD Financial Management Limited specialises in working with business owners in the increasingly complex area of entrepreneurial financial planning, from pension planning to employee benefits, insuring against the loss of a key director through to assisting with exit strategies.
Our philosophy focuses on maintaining a long-term, trusted relationship with our business owner clients, showing distinct quality, integrity and excellence, which in turn gives them peace of mind and allows their time and resources to be focused on their core business activities.
St. James's Place Wealth Management has launched the Entrepreneur Club with you in mind. Designed to provide access to advice and support that will help maximise the growth rate and valuation of your business, we work closely with advisory network support specialists, including external business consultants, who in turn work together with business owners as their journey starts, right through to exit. This insight has provided us with a deep knowledge of common stresses and needs experienced by the business owner. We can assist in addressing these key concerns and challenges helping you confront and overcome the contraints that hold back your business from achieving its full potential.
Through the Entrepreneur Club, we and the advisory network support specialists available, will work with you and, where necessary, refer you to one of the experts within our network of professional advisory firms. This network includes specialists in helping entrepreneurs maximise the growth rate and valuation of their enterprise.
Joining our Entrepreneur Club is only a small step away.
Please note that where you are introduced to the services of one of the advisory network support specialists relevant to you and your business, the services they provide will be separate and distinct from those offered by St. James's Place and they will discuss with you fully any costs that may be associated.
Tel: 01384 377305