For Company Directors

When you run a business, it can be difficult to devote the necessary time to making sure your personal finances are in good order. At the same time, your position means being able to call upon the right financial advice can make a huge difference to your business.

At Franklyn, our team has specialist experience in advising on the financial needs of high net-worth individuals and people who have created significant capital, whose circumstances are therefore typically more complex.

Every company director’s needs are different. That’s why our advice doesn’t come ‘off the shelf’. It’s tailored specifically to you.

Advice Tailored Specifically For You

We help with both personal and business-related financial matters, including:

  • Structuring remuneration packages in the most tax efficient manner
  • Corporation Tax mitigation strategies
  • Financing Management Buy-Outs/Management Buy-Ins*
  • Pension funds that can include commercial property
  • Tax efficient structures other than pension schemes
  • Bonus sacrificing to save Income Tax and National Insurance
  • Off shore investments and trusts
  • Trust & estate planning
  • Advice surrounding the exit of a business*
  • Leaving a legacy for your next of kin

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.

Trusts are not regulated by the Financial Conduct Authority.

* This will involve a referral that is separate and distinct from those offered by St. James’s Place Wealth Management.


" (Required)" indicates required fields

Franklyn Financial Management Ltd together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us.
For further information on our uses of your personal data, please see the Practice’s Privacy Policy or the St. James's Place Privacy Policy. Where you are providing us with personal data about another individual, you will inform them that you are providing their information to us, and refer them to St. James's Place Wealth Management Plc's privacy notice available at