Growing your business

Behind every success story is strong leadership

Corporate Financial Planning

Looking ahead to make sure you build and protect

When you’re at the helm of a growing business, you have to keep a lot of plates spinning. One minute you’re looking at ways to engage and motivate your employees. Then your focus shifts to protecting profits and key personnel. Next up, it’s cash management and the tax implications of the decisions you make.

To ease the pressure, you need a trusted team of business planning specialists who understand the challenges you face – people you can rely on to give you sound advice about every aspect of corporate finance, including business insurance and protection.

A collaborative approach

You’ll find plenty of business advisers who work in isolation. For us, it’s all about collaboration. Teaming up with tax and legal professionals is the only way we can make sure that everyone is working towards the best possible outcome for you, your business and your employees.

Proactive advisers

We pride ourselves on being proactive. If we see that something is holding a business back, we’ll speak up. It could be the case that a company has outgrown its tax adviser and a rethink is needed to keep progress on track. Being quick to identify and address issues like this can make all the difference.

Reassuringly experienced

Whether you’re looking at tax strategies, pension plans or schemes to attract and retain high-calibre employees, you’ll always deal directly with a senior adviser at AMG – someone who knows what it takes to run a successful business because they’re doing it themselves.

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 details

Make plans for a prosperous future

In an increasingly complex business environment, careful planning is key to ensuring growth and financial security over the longer term. Working alongside tax and legal advisers, we support business owners and directors who are ahead of the curve in their line of work and recognise the importance of investing in the future of their company.

Our specialist advice spans every aspect of business planning, including:

  • Tax strategies
  • Employee incentive schemes
  • Business wheels
  • Business profit protection
  • Corporate cash management
  • Investing for business
  • Business pension planning
  • Private medical and life insurance
Contact us

Let's talk about Corporate financial planning

    To arrange a meeting with one of our advisers, call us on 01332 551155 or send us your contact details and we'll get back to you.

    AMG Wealth Management Ltd, together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For more information about how we use your personal data, please see our privacy policy or the St. James's Place privacy policy. *Required.
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