John and Dave ran a successful technology firm that urgently needed future-proofing. Here’s what we did.
Company directors John and Dave had put all their time and energy into growing a successful technology company. But if one of them got ill or died - all that hard work might not have been enough to prevent the business going under. Kilsaran Financial Planning set about future-proofing their business.
We’ve changed some names and identifying details to protect our client’s privacy.
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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.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
The advice provided was given after a full evaluation of their specific needs, circumstances and requirements. The solutions provided would not be suitable for most investors and the information provided does not constitute advice.