Lester Brunt’s team of financial advisers are here to support you throughout your investment journey. We’ll take the time to understand your organisation's specific situation, objectives, and risk tolerance, and use this insight to develop a range of strategies that align with your financial goals. Even after you’ve put your investment strategies in place, our advisers will continue to monitor and manage your business's wealth. This is so we can adapt our recommendations to match your organisation's changing circumstances.
Corporate investing is a smart and tax-efficient solution to both problems. It lets you put your company funds to good use, without them being categorised as immediate income. You can then use the funds you bring in to streamline your operations and help to grow your company to new heights.
If you decide that you wish to test the waters of corporate investing, our advisers are here to help. They’ll guide you in everything from transferring funds to making carefully considered investments, all while ensuring compliance with your company's memorandum and articles of association (MAA). You’ll be left with total confidence that you’re on the right track to success.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may therefore fall as well as rise. You may get back less than you invested.
An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society, as the value & income may fall as well as rise.
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.
In an age where the online world is at our fingertips, why shouldn’t your wealth management be there as well? Our Online Services allow you to access all your wealth investments in one smart place. Whether you’re already registered, or just about to, here are some great features that can help you get the most from your online account.
Registering for Online Services with an activation code allows instant access. If you haven’t got a code, please contact your adviser. Registering online ensures all information is password protected.
Set your communication preferences to receive your digital reports and electronic correspondence.
Make online debit card payment for ISA and any JISA top ups with a debit card
linked to your account, on demand and at a time that suits you. Make payments to Unit Trusts, Retirement Accounts and new ISAs. (Speak to your adviser in order to get this process started) View the value of your investments in a range of currencies and see a breakdown of
this valuation. Instant notifications when a new document is available to view.
For every client opting for paperless correspondence, St. James’s Place will donate £5,to the St. James’s Place Charitable Foundation.
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.
The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.
Less well-known is that children can also have a pension fund as soon as they are born – and setting one up can bring significant tax advantages. Even if your child is a non-taxpayer, they will still get basic-rate tax relief on contributions. That means a maximum of £2,880 a year is automatically grossed up to take account of tax at 25%, giving an annual investment of £3,600
For more than a decade, Lester Brunt have been helping people improve their personal and business finances through expert investment planning. Our team has years of experience and an in-depth understanding of the strategies that lead to success. We take pride in providing professional, time-tested advice that you can trust, whatever your financial goals may be.
For more details about services that we offer reach out to us on 01202 695801, or click the button below.
