Financial planning for

Financial planning that
delivers success

Running a business offers constantly changing challenges. We’re here to support you all the way, helping you to grow and maintain your business, and benefit from your years of commitment. Our bespoke service is delivered on your terms, and is strengthened by a true understanding of the entrepreneurial drive that it takes to build success.

How we help

Growing your business

Entrepreneurship can be a lonely business. Drive and determination can get you so far, but support in key areas is often essential. We act as counsellors supporting your ambition, advising and assisting so that your financial direction aligns with your vision. We speak your language, recognise your challenges and understand what it takes to build a successful scale-up business. 

We’re not in the business of selling policies or offering a quick fix. We’re a partner for business owners who have long-term objectives – we’re a relationship business that’s successful because our team is of the highest calibre. Through mutual respect and understanding, we build a partnership that gives you true value over many years. We are your partner for success.

Achieving your business & personal goals

As a business owner your personal and business finances are often closely linked. The key to our service is helping you identify and achieve your short-term and long-term goals. You understand what it means to take on a high pressure, ambitious business plan, and we know what it takes to create and maintain a successful financial plan. Put the two together and your life becomes much less complicated.

Maximising your return

Running a business is very demanding and can easily become the main priority in your life, meaning your personal finances can be overlooked. Our job is to work with you to create a balance between your business plan and personal financial plan, to ensure both are working as hard as possible to achieve your goals. This means protecting your personal future, minimising your tax burden and making sure your hard work pays off.

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.

Financial planning can be complex but our approach is simple.

We treat you as an individual and build a solution from there. It’s your business that matters, your success that counts, so we put together a plan that’s entirely built around you.

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0131 510 8610


Attracting investment

As an entrepreneur, you know that confidence conquers. You need to believe in yourself and your vision before others will do likewise. When it comes to investment, this scrutiny gets even more intense. Having the backing and support of people that understand your vision makes all the difference. We won’t just offer easy answers. We’ll assess, report, challenge and plan with you until your vision is an iron-clad investment-ready model.

Preparing for exit

When you hit that apex, you need to know you have extracted every drop of the return you deserve. We work with entrepreneurs to plan and manage sale, succession and exit*. Whether your strategy is to enjoy the fruits of your labour or to move on to the next Everest, we’re here to plan with you, support you and listen to you every step of the way.

*Exit Strategies may include products and services that are separate and distinct to those offered by St. James’s Place.

Empowering your workforce

Every business needs motivated, productive people. Your team must feel cared for and rewarded, and a great way to show this is by offering to support their financial wellbeing. Many employees struggle with increasing personal debt, demanding financial commitments, and a limited ability to save for the future. A financial wellbeing programme can create a safe place for supporting employees, giving them financial reassurance and helping them channel their energy into productivity. The program is tailored to your business and the goal is to help you attract, empower and retain the people you need to build success.

At your service

Please get in touch to talk to us about how we can help you and your business.

Contact Us