Helping to grow your business and join up your business and personal financial planning
Thank you for visiting our Entrepreneur Club Page.
We are firm believers that the very first part of our journey with you is to learn about your individual circumstances and your future aspirations. We want to understand how you visualise the next chapter in your personal and business journey so that we can show you, using sophisticated cashflow modelling software, how we can turn your dreams into reality.
We specialise in working with business owners in the increasingly complex area of entrepreneurial financial planning, from pension planning to employee benefits, insuring against the loss of a key director through to assisting with aspects of exit strategies.
St. James's Place has launched the Entrepreneur Club with you in mind. Designed to provide access to advice and support that will help maximise the growth rate and valuation of your business, we work closely with advisory network support specialists, including external business consultants, who in turn work together with business owners as their journey starts, right through to exit. This insight has provided us with a deep knowledge of common stresses and needs experienced by the business owner. We can assist in addressing these key concerns and challenges helping you confront and overcome the constraints that hold back your business from achieving its full potential.
Cash flow planning
Find out more in this video about how cash flow modelling can ensure your finances are arranged in a customised plan to help secure your financial future.
We work with you to understand your financial goals and then helping you to achieve them. Enabling you to make informed decisions that help you to live the life you want.
Chartered Financial Planners
Once we understand your circumstances, a chartered financial planner will consult with you to ensure you make the most of the financial opportunities available.
This video introduces what a chartered financial planner can do for you. Helping you create a tailor made financial plan, to find answers to commonly asked questions on topics including retirement, mortgages, the property ladder and children's education.
Business owners service
Together with the specialists we have available in our network of professional advisory firms, we can help you through this whole process. Support is flexible and usually includes a combination of the following options:
- Business Insight Review to help you maximise your valuation
- High-impact, short-term projects to address identified weaknesses
- Help to choose your professional advisers for exit
- Assistance with the creation of the Information Memorandum and addressing
- The resulting due diligence
- Advice and assistance through the exit or succession planning process
- Review of your personal capital holdings, ensuring the most effective capital
- Structure for sale and tax-efficient capital withdrawal
- For business succession, ensuring the next generation is fully prepared
- To manage the business when you leave
- Financial lifestyle planning pre- and post-exit
The typical SME journey
Entrepreneurial journeys are rarely the same and there are a thousand twists and turns in the road. However, there are some tried and tested steps that you should take to keep your business on a firm footing and ensure you are always ready to take the next step.
About us
The services are provided by two separate St. James's Place representatives, Robert Palmer and Neil Rowland.
Robert Palmer - Palmer Wealth Management
Chartered Financial Planner and Fellow of the Personal Finance Society and has been working in financial services since 1995. Membership Ambassador of the London Chamber of Commerce and Industry with career in Corporate Banking for over 13 years helping SME businesses with funding and banking arrangements before establishing Palmer Wealth Management, a Partner Practice of St. James's Place. Palmer Wealth Management specialises in helping business owners join up their personal and business financial planning through the St. James's Place Entrepreneur Club proposition. He is passionate about helping people achieve financial well-being in a world worth living. He also sits on the committee of the St. James's Place Charitable Foundation which aims to make a positive and lasting difference to people’s lives by awarding grants to charities registered in the UK.
Neil Rowland - Rowland Wealth Management Ltd
Chartered Financial Planner and Fellow of the Personal Finance Society with over 20 years' experience in the Financial Advice industry and was previously in banking. Director of Rowland Wealth Management Ltd which is a Partner Practice of St. James's Place based in Mayfair London. Neil provides face to face advice for individuals, families, businesses and for entrepreneurs via the St. James's Place Entrepreneur Club proposition. He specialises in investment and tax planning for HNW professionals and entrepreneurs which include, retirement planning, inheritance tax planning and protection advice (business and personal).
Palmer Wealth Management and Rowland Wealth Management Ltd are separate and distinct appointed representatives of and represent only St. James's Place and they do not work in legal Partnership with each other. The title `Partner Practice' is the marketing term used to describe St. James's Place representatives.
