What is Corporate planning?

The process of determining a company’s financial needs or goals for the future and how to achieve them. Corporate financial planning involves deciding what investments and activities would be most appropriate under both the company’s individual and broader economic circumstances.

Plan Ahead

Should the worst happen to a key director or employee, there can be far-reaching or even disastrous consequences. While the well-being of the individual concerned will be of paramount importance to you, at the same time you cannot afford to lose sight of the effect this event may have on your business.

When something beyond your control happens within your business, the negative impacts can include:

  • loss of profits
  • the recall of loans
  • reduced capacity and productivity
  • loss of key clients/contacts
  • reduced practical know-how.

When these events do occur – and prudent planning should account for them – insurance is always the key.

Having the correct insurances in place and making sure they are regularly reviewed and updated as your business evolves can be a challenge. Most businesses find they need some degree of help to make sure that everything is planned out and organised in the correct manner.

As part of our corporate service, we will undertake an in-depth review of your business.  we will then work with you to implement a tailored insurance programme to help protect your business from a wide range of risks.

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.


I have known her as our family Financial Adviser for about 10 years. She has always put my interests first and given sound advice. I found her to be pleasant and trustworthy. Her service and support has always been exceptional. I get great pleasure in recommending her to anyone.
Thurairatnam Kathirgamakarthigeyan
Retired Eye Surgeon
Andrea has been wonderful, and I feel confident in discussing my financial matters with her as I know she will treat my affairs confidentially. She has always been there whenever I needed - literally with a click of a button and the support, she provides is extraordinary. She has gone out of the way to help me on a few occasions. I will not hesitate to recommend her to anyone.
Sandy Shiralkar
Consultant Vascular Surgeon
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Claire Richards

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