Pinnacle LifePlan+ for business owners

Pinnacle understands what a business needs to reach its full potential – and that’s not just at the exit stage, it’s for the whole journey.

The Pinnacle LifePlan+ has been created specifically for business owners to guide and support them throughout their personal and business journey.

Our corporate financial planners support and guide professionals at every stage – from setting solid foundations at a company’s inception, to the pains of fast growth and employee needs, to changes in leadership and legacy planning when it is time to sell.

We help create the strategies to build enterprises and lifestyles our clients strive for, whilst providing the financial infrastructure their employees deserve. Pinnacle’s advisers work alongside a client’s team of professional support such as the company accountants, legal advisers and tax specialists.

To book a consultation, simply click here.

Protect your business

In addition to family, lifestyle and legacy business owners also face having to protect what is often their biggest financial asset, the business itself.
Many businesses are damaged by events that occur through no fault of their own, for instance losing a key person to injury or illness, or worse.

Invest in your organisation

It is often the case that business owners fail to realise the true value of their company, and how this relates to their Pinnacle LifePlan+.

We work closely with our clients to develop the right financial and growth strategies for the lifestyle they want and the type of business they have. Our purpose is always to create the optimum outcome for the business owner and their family.

Create your company legacy

What legacy would you like to leave after exiting your business? Our clients often tell us that how they exit a business is as important as building it.
Having a plan in place early on is crucial to preserve the legacy of your business, making sure it continues on the way you would want it to, and ensuring your personal legacy aligns with your business.

We take time to explore your business, and identify where the real risks are. Then we develop the right plan to protect what you have built from all eventualities.
Exit strategies may involve the referral to a service that is separate and distinct to those offered by St. James’s Place.

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Explore what wealth means to you.