Services for entrepreneurs

Cash Management for individuals and businesses

I have a range of options available to both business and individuals to help provide peace of mind. Find out more about my service

Protection

Through our panel of providers I offer a range of protection planning to meet your needs.

Mortgage & Business Lending Broking

I offer a comprehensive range of mortgages from across the marketplace which lenders make available to mortgage intermediaries to meet an array of needs and criteria.

Pensions

Pensions continue to be a complex area: the last 25 years has seen a consistent theme of legislative intervention, to encourage private retirement provision on one hand and limit the excesses of tax reliefs on the other; and the needs of entrepreneurs will often be very different to those of their employees.

Junior ISAs

Starting to save for your children is becoming a high priority for many of my entrepreneurial clients who want to provide some financial support for their children - junior ISAs empower children to manage their own money from age 16, where they will then have access to it when it is converted to an adult ISA upon reaching 18. If the full annual allowance is invested, children can amass a substantial sum with steady investment performance.

The value of 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 and are generally dependent on individual circumstances.

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

Entrepreneur Club

It is with great delight that I can introduce you to a new St. James's Place initiative specifically for the SME market.