ADVISORY NETWORK SUPPORT SPECIALISTS

Through the SJP Entrepreneur Club, we will work with you to refer you to one of the experts in our network of professional advisory firms. This includes specialists who help entrepreneurs to maximise the growth rate and valuation of their enterprise 

Please note that where you are introduced to the services of one of the relevant advisory network support specialists, the services they provide will be separate and distinct from those offered by St. James's Place. They will discuss any associated costs with you fully. 

CEO SESSIONS

This is an opportunity to explore how SJP's specialist advisory services can help you and your business. You can access our skills and experience and a specialist SME growth adviser, informally and with no obligation. Whether you’d like to discuss the results of your Benchmark Report, Entrepreneur 360° Report, a specific business issue, prepare for sale or just explore options and opportunities, these sessions are designed to ensure you are fully prepared for whatever the future has in store. 

ENTREPRENEUR CLUB WHEEL OF SERVICES

We understand the pressures you’re under to drive your business to the next level and how difficult it is to find the time to get everything working optimally. This is why we have developed a Financial Planning for Business Owners’ Service. This combines our corporate and personal financial planning services, helping you to optimise your key drivers for business success whilst aiming for the wealth created to be effectively employed to secure future financial independence for you and your family. 

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. 

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. 

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

ADVISER SUPPORT

We  work closely with an external specialist SME growth advisory firm to provide a range of advisory services to help you grow your business. Their Business Insight Review is a comprehensive assessment of your business. It identifies strengths, weaknesses, risks and opportunities, identifying the roadblocks and barriers to achieving your growth potential and crystallising the growth opportunities for your business. Their Growth Plan identifies the actions you can take to help achieve your growth aspirations, structuring these into a coherent, concise plan. Their vNed works with you to deliver your Growth Plan and act as your sounding board for issues and new ideas. The vNed role is multifaceted, acting as your critical friend, listener, sounding board, counsellor, nonexecutive director and colleague. 

DUE DILIGENCE, EXIT PREPARATION AND PLANNING

Successful businesses attract attention. Opportunities arise that need external capital to exploit them to the full. Companies may want to buy you, but you need to consider whether they are offering the best price. We can help you prepare your business to position it to command the highest premium. Together with specialists in our network of professional advisory firms, we can help you through the process of due diligence to successful deal completion.  

*I work with a large network of external growth advisers and SME specialists, which have been carefully selected by St. James's Place. The services provided by these specialists are separate and distinct to the services provided by St. James's Place and include advice on how to grow your business and prepare your business for exit and sale.

Sign up to the programme

We achieve this through a simple online questionnaire. This provides all the information we need to create your own personal communication profile; it will also help us understand your specific issues and how we may help you address them. Complete questionnaire to join today