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?

Are you a business owner? Register here for our regular business communications programme designed to keep your business on the front foot.

*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.

Financial Planning for your business

Benchmark your business

How does your business stack up against the competition? Our Benchmark Report will give you the answers. It compares your company with similar businesses locally and nationally using independent market data.

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Tax planning

Corporation Tax is a hot topic. Confirmation that the government will press ahead with an increase in the rate of Corporation Tax to 25% means that effective tax mitigation strategies for businesses are even more important.

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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.

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Cash management

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

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Employee benefits review

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

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Employee financial wellbeing

Post-Covid lifestyle changes and the cost of living crisis mean that many employees are anxious about their future. By offering a financial wellbeing programme at your workplace, staff have the opportunity to identify their goals and gain the financial knowledge and tools to reach them.

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Arrange a consultation

Explore what wealth means to you.