Working with Business Owners

Many of Campbell Cain’s clients are at different stages of business development. These stages dictate the balance of their financial needs and risk preferences. 

  • An early stage entrepreneur will often want to provide security for their business, while at the same time looking to provide protection for their family. 
  • A mid stage entrepreneur may wish to start looking at releasing profit from the business and to make associated investment and pension plans that will support their desired lifstyle. 
  • A business owner nearing retirement will want to move comfortably to a situation where they are stopping earning and generally wish to maximise the returns from their investments and retirement plans accordingly. 

Campbell Cain have expertise in establishing financial plans for each of these life stages, providing personal tailored solutions, not ‘off the shelf’ packages. 

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.