Advice for Business Owners
At Parallel Wealth Management, we specialise in helping business owners make smarter financial decisions — for themselves, their families, and their companies. Whether you're looking to extract profits tax-efficiently, plan for retirement, invest surplus cash, or prepare your business for sale, our expert Financial Planners are here to guide you every step of the way.Parallel Wealth Management is a Partner Practice of St. James's Place, led by Financial Planners with decades of combined experience supporting entrepreneurs, directors, and family-run businesses. We pride ourselves on delivering tailored, jargon-free advice that helps our clients build and protect their wealth — not just for today, but for generations to come.
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. Investing does not provide the security of capital associated with cash held in a deposit account with a bank or building society.
Take control of your financial future
As a business owner, your personal and professional finances are deeply connected. We understand the challenges of balancing growth with long-term planning — and how tax, pensions, and succession planning can easily fall to the bottom of the to-do list.Our team of experienced Advisers are here to help you build a robust financial strategy that aligns with your goals. Complete the form and we’ll be in touch to arrange an initial no-obligation conversation.
Exit Strategy Planning
Make the most of company profits
We support you in using your business to fund your retirement
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.
Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
Trusts are not regulated by the Financial Conduct Authority.
Book a no-obligation consultation
Complete the form above or call 01473 550492
The Partner Practice is an Appointed Representative of and 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 ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
