YOUR OBJECTIVE

Grow/fund/exit my business

Running your own business can be challenging and it’s not always easy to identify the best route for planning for business growth. Access expertise and support to drive your business to the next level or prepare your business exit plan.

Speak to an adviser

Working with businesses to build growth and assist with funding and exit planning, we understand that the pressure of running a successful business often takes priority over the time spent on planning for financial security.

Together, we can make the most of the opportunities available to you and your business.

Our services

We understand the common stressors and unique needs of business owners.

Corporate Services

Invest in a programme that benefits the future growth and success of your business, by nurturing the financial wellbeing of your workforce.

Tax Planning

The more tax you pay, the harder your investments need to work to achieve your financial objectives. We can help you gain the full benefit from your hard-earned assets and make sure your money works hard for you.

Entrepreneurs Club*

The Entrepreneurs Club provides you with access to peer-to-peer advice and support that will help maximise the growth rate and valuation of your business, propelling it to the next level. We work closely with an advisory network of support specialists, including business consultants, taking you from the start of your journey , right through to exit.

Take Accountancy advice

Getting your tax right has never been more important. Penalties are growing and HMRC is cracking down. An accountant can make sure your tax affairs are legal and accurate, down to the last detail.

Accountancy Services would be way of a referral, as these services are separate and distinct to St. James’s Place.

Support at all stages of life

You can focus on planning for business growth or building an exit plan, at any stage in your business journey, but beginning as early as possible is likely to provide dividends later down the line.

Starting your financial journey

Growing your wealth

Owning your business

Protecting your wealth

Retirement

Testimonials

“We worked together to maximise my wealth to benefit my family and myself. I am impressed with their responsiveness and regular contact, which ensures that I do not miss out on opportunities relevant to my circumstances.”

Partner, Deloitte

“The advice I receive from Morrinson Wealth is always clear, relevant and consistent, helping me to understand how I can adapt in line with my career development and the ever-changing market environment.”

MD & Partner, Accenture

“Getting the best out of your money is often a daunting test to approach, especially when balancing work and life priorities. The Morrinson Wealth team have really helped me to define a strategy with clear actions.”

Product Strategy Leader, EMEA at Oracle

*In order to provide our new service to you, we work in conjunction with an extensive network of external growth advisers and SME specialists, such as Elephants Child, who have been carefully selected by St. James’s Place The services provided by these specialists are separate and distinct to the services carried out by St. James’s Place and include advice on how to grow your business and prepare your business for sale. We then work holistically with you and the specialists to help grow and protect the value of your business and ultimately when you need to extract value and exit from your business.

Contact us

Book a call with one of our experts today and take the first step towards establishing and achieving your financial goals.