I work with SME business owners who normally have individual needs independent of their business as well as business needs.
I help them identify their core financial goals in either/both areas during an initial no-obligation consultation and then guide them to prioritise the order in which I help them to achieve these goals.
My advice is not limited to one area of planning but looks at the full holistic picture and I specialise in helping business owners extract profits from their businesses in a tax-efficient manner and to maximise their benefit when they exit their business.
Please note that advice regarding exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James’s Place.
LFH Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.