At Woodfall Wealth Consultancy, we specialise in working with businesses 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 exit strategies.
Our philosophy focuses on maintaining a long-term, trusted relationship with our corporate clients, showing distinct quality, integrity and excellence, which in turn gives them peace of mind and allows their time and resources to be focused on their core business activities.
St. James's Place Wealth Management have designed the Entrepreneur Club with you in mind. Working with business owners as their journey starts, right through to exit, means we have gained a deep knowledge of common stresses and needs. We can assist in addressing key concerns and challenges facing business owners and most importantly, helping you confront and overcome these challenges.
Joining our Entrepreneur Club is only a small step away.
Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.