Business services

Building a business can be immensely rewarding. But running one means that time is rarely on your side. Our business planners can give you back time and bring greater financial strategy to your enterprise.

Pinnacle’s financial Advisers provide their business expertise at all stages of a company’s life cycle, from start-up, through to maturity and exit*. Complex but efficient strategies will be proposed that include common concerns such as Corporation Tax reduction and profit extraction. Our goal is to help your business thrive and create future financial security for you and your family. After all, isn’t that why you’re doing it? 

*Benchmarking your business and exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.

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.

Are you a business owner?

 Build business success alongside long-term security for you and your team.

Financial Planning for your business

Tax planning

Corporation Tax is a hot topic. With the main Corporation Tax now standing at 25%, effective tax mitigation strategies for businesses are even more important.

Business risk assessment

There are so many events that can throw your business off track. But there are risks you can plan for and protect yourself against.

Cash management

You know how important cash is to your business. But are your surplus funds working as hard as possible?

Employee benefits review

Your people are your business. Do you have the arrangements in place to protect and reward your staff as they deserve?

Employee financial wellbeing

The cost of living crisis means that many employees are anxious about their future. By offering a financial wellbeing programme at your workplace, staff have the opportunity to gain the financial knowledge to make more informed decisions.

Business Insights

Register for our regular business communications programme via the e-briefing service, and keep your business on the front foot.