Business Owners

ISAs

Growing together

Successful business development is powered by precise, proactive planning. No matter where your business is in its life-cycle we can help it survive and thrive.

From start-up to business succession to business exit*, we provide specialist financial advice and proven strategies that put you firmly in control of your business’s future.

We specialise in helping business owners achieve financial independence for themselves and their families.

Among other things, we also provide expert advice on pensions (for you and your employees), key worker/shareholder protection and business liability auditing.

We have a wide range of literature specifically for business owners.

If you’re a business owner and need clear, direct, proven advice on safeguarding the future of your business, contact us today.

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.

PHONE

+44 (0) 1803 659 659

EMAIL

adrian.howard@sjpp.co.uk

ADDRESS

2 Old Bank Chambers Fore Street, Torquay, TQ1 4PR

ISAs

ISAs

An Individual Savings Allowance (ISA) is one of the simplest, most flexible ways to shelter your money from tax each year.

Retirement Planning

Retirement Planning

You should make sure you fully utilise any unclaimed and/or existing pension allowances you’re entitled to.

Tax & Estate Planning

Tax & Estate Planning

There are lots of things you can do to minimise your IHT liability before the tax year ends on 5 April.

Tax Year-End Checklist

Tax Year-End Checklist

Find out more about how to make the most of your tax exemptions and allowances with Orestone's help.

Protection for the Family

Protection for the Family

Protect the health of your whole family (children, grandparents, parents, other loved ones) via our Family Healthcare Plan.

Helping Loved Ones Onto the Property Ladder

Helping Loved Ones Onto the Property Ladder

Savvy parents and grandparents are realising there are ways that they can help right now.

Investing for a Better Future

Investing for a Better Future

Investing money for the benefit of your children as early as you can is an extremely powerful way to give them a head start in life.

Future Proofing Your Wealth

Future-Proofing Your Wealth

There are quick solutions that will give you and your family peace of mind, and longer-term strategies to secure family's financial future.

Safeguarding Your Business's Future

Safeguarding Your Business's Future

When it comes to issues of business succession, or even business sale, considered financial planning is imperative.

Copyright Orestone Wealth Management © 2020

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.

Orestone Wealth Management Ltd is registered in England and Wales, Number 10705845. Registered Office: Old Bank Chambers, 2 The, Fore St, Torquay TQ1 4PR.

SJP Approved 06/06/2023