SECTOR FOCUS: LEGAL & FINANCE


NEW YEAR RESOLUTION


BUSINESS FINANCIAL PLANNING HEALTH CHECK


• Has your business changed in value over the past year, up or down? • Is the valuation of your business more than 12 months old? • Are you or another director/shareholder/owner, thinking about selling or retiring within the next 5 years?


• Have you built significant cash reserves or investments that threaten the trading nature of your business?


• Is your business now an investment company? If the answer to any of these questions is YES then you should be speaking with me.


For a no obligation discussion and initial meeting Please call 07377 550863 or Email: brian.james@sjpp.co.uk


Brian James MBA Chartered Financial Planner Chartered Wealth Manager


The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.


20 Chamber Profile January/February 2018


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