We help companies of all sizes with corporate services from setting up auto-enrolment pension schemes to educating staff on maximising their finances.
Without the right help, financial planning for yourself and your employees can quickly become neglected and sometimes completely overlooked. Effective planning is key, especially as your business grows and finances start to become increasingly complex. We can help you put the right plans in place, to build your financial security over the longer term.
Running a business can be stressful, but our range of corporate services help to provide you, your company, and your employees with financial peace of mind.
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.
Protecting your business can encompass many areas and improving the financial well-being of your employees is a key pillar. Surviving and thriving in today’s fast-paced and demanding world often means that employees have little time to look out for their financial futures. Personal financial uncertainty can be a major source of stress, which could adversely impact on their well-being and focus at work. As part of our UK-wide Workplace Financial Education Programme, we provide corporate services to collaborate with organisations, like yours, to support the financial well-being of your biggest asset – your people.
Discussing your finances is a deeply personal affair. We have taken precautions over the last 18 months to meet with clients safely and through a medium of their choice. We offer face to face, virtual or phone meetings to suit your preference.
Caring for clients is our highest priority. This is why we do everything to suit your needs, meeting on your terms. We introduced a raft of changes to keep staff and clients safe. If you wish, you can return to face-to-face meetings with one of our advisers, however if you would be more comfortable, we are happy to accommodate and continue meeting virtually or by phone.
If you would like a meeting, please fill in the form below and we will get in touch within 3 working days.
Our meetings are no obligation and are held at your discretion.
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
Whether you’re setting up employer benefits for your staff or require assistance understanding the employee benefits you’ve been given by an employer, an adviser will offer tailored advice. Before making a recommendation, we spend time fully understanding your circumstances to determine a cost-effective strategy that can fit with your plans.
Planning for the unexpected is often overlooked but could help secure a company’s future by protecting capital, livelihood and family. Whether preparing in the event of a key employee falling ill or ensuring your shareholders have plans in place for beneficiaries who are not interested in taking the company forward, an adviser can help you shape the future, safeguarding security and prosperity no matter what comes your way.
Company benefit schemes are a growing trend, with many companies offering dental cover, company cars or various other perks. Access to a financial adviser is still low in the UK as only one in fourteen people (7%) has received paid-for financial advice within the last two years*. Providing your employees with a comprehensive handbook and access to financial advice can relieve stress and improve financial education.
*The UK Advice Gap 2021
Corporate investing is a positive way to put your business’s surplus cash to good use. Instead of holding company money in the bank, you can put some of it into investments, to generate additional revenue. This gives your excess cash a chance to grow, rather than stay in a savings account.
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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.
For more details about services that we offer reach out to us on 01202 695801, or click the button below.