Advice and services
We specialise in assisting businesses and business owners in the increasingly complex area of corporate financial planning, and we provide them with guidance on pensions, tax planning, aspects of exit planning, as well as protection for directors, key employees or shareholders.
Additionally, as a family-run business we recognise the importance of holistic financial planning and we are passionate about helping you secure yours and your family’s financial future for yourself and your family. Our work in this area over the last three decades has given us both the experience and knowledge to provide high quality, holistic inter-generational financial planning for high net-worth families.
Personalised financial planning
Creating the future you imagine for you, and your family almost always has a financial aspect. Whether you’re buying your first home, or working out what kind of retirement you want, a detailed, personalised financial plan will help you achieve your lifegoals and ambitions.
Every piece of financial advice we give at SJP has one simple goal – your personal goal. We share your values and plans, tailor our advice to fit them, and help you use your money to create the best future for yourself, and your family.
