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Business owners

How is running your business making you feel right now?

No matter what stage you are at – understanding how you feel about your business can provide some great clues as to how to approach the next steps in growing it.

Are You Five Years

Are you 5 years either side of exiting your business? Why did you start your business?

If you are like most of our clients, it’s to secure financial freedom and independence for you and your family.

This was or will no doubt be the biggest financial transaction in your life….so you need to get it right!

Speak With Our Team
Here to prove you with your plan

Financial planning can never start too early when looking at your exit.

That may be preparing your finances and your business for the exit, or taking the proceeds to deliver the life you want for yourself and your family.

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Before you exit
we can help with…

Before you exit, we can help you with all areas of your financial planning.


Protecting your business and family from the financial risks that are created if you can’t run the business due to health issues.


Creating your financial plan to understand what value you need to derive from your business, alongside what you have already accumulated on your personal balance sheet.


Organise your personal finances to optimise your existing pensions, savings / investments, income etc.


Invest these funds for growth while you focus on growing your business towards an exit.


Maximise your tax structuring for your income and potential exit.
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Following the exit we can help with…

We are with you at every stage of your business growth and exit plans. As you prepare to present your business for exit, we will continue to be at your side, offering guidance and advice and should you require expertise from another Professional, we could introduce you to other Professionals in other areas of expertise that may be able to help you. It means that you will feel supported throughout the journey and will not be alone. We believe sharing ideas and the burden can help move things on successfully to where you need to be.

Where you are referred to another service, please note that this is separate and distinct to those offered by St. James’s Place.

Financial Organisation

Organise your finances in the most tax efficient manner possible.


Understand how you can invest and live off your business sale proceeds and / or allow them to continue to grow.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Life after business

Decumulate these funds safely during life after business, to allow the lifestyle you aspire to, without it ever being at risk.

Your assets

Pass your assets on to your family in life and death to enhance their lives and your legacy.

Family future

Work with all family members to create a ‘charter’ for how the family wealth should be used for multiple generations going forward.

Thoughts Partner

Working along side you as you grow

Being a business owner can be lonely – who can you turn to, to bounce ideas off? Or to unload some of the burdens you may face?
We can also be there for you as a ‘thoughts partner’ as you grow, prepare and present your business for an exit. This all takes time, and you want to get it right, and we can introduce you to external partners when and if needed.

Dedicated to you

One of life’s constants is change. Plans change, legislation changes, families change, but we will remain a constant for you, to guide you through it all.

Speak To An Adviser Today
Let us help you

Speak to an adviser today

We are based in Edinburgh, famous for its history as a centre of financial services, with an office in Perth too.

Our beautiful offices on Rutland Square are adjacent to Princes Street Gardens in the heart of the city.

Call 0131 226 7193

Arrange Your Assessment