Senior Partner Practice of
St. James's Place Wealth Management
 
Home page portrait of Anthony Anderson

Tony Anderson
Managing Director

A Specialist wealth management service for Business Owners and Professional Partnerships.

Business success requires a great deal of hard work and commitment. For many business owners the pressures of maintaining the pace in competitive markets means that the future well-being of the business tends to take priority over personal, long-term financial planning.

Whilst you may be very close to the everyday management of your business, how confident are you that relevant business risks are identified and managed effectively? My objectives are to help you:

  • Create financial independence from your business.
  • Ensure cash assets are invested to maximise returns and tax efficiency.
  • Establish an effective exit* or transition strategy.
  • Structure your remuneration tax efficiently and cost effectively.
  • Arrange appropriate agreements and insurance with your fellow shareholders.
  • Identify and mitigate the liabilities that could be created by the loss of a key person.
  • Put in place or review your existing employee benefits scheme and ensure that you are prepared for pensions auto enrolment.

In summary, I can work with you to develop an approach that will prepare you, your family and your business for whatever the future has in store.

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 levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.