Business Bites – Helping Businesses Thrive Through Financial Advice Recording

During this bite-sized recording, come and hear from Joe Parker from McMillan Wealth Consultants Limited.

In this session, Joe Parker, Financial Adviser at McMillan Wealth Consultants, took us through the crucial aspects of Financial Advice in optimizing your business.

Topics Covered:

For Directors/Owners:

• Pension contributions via LTD company for owners/directors
• Pension contributions if a sole trader
• Maximizing surplus cash in your business

For Your Business:

• Safeguarding your business in case of unforeseen circumstances affecting you or your key staff

For Your Employees:

• Ensuring compliance with auto-enrolment and exploring enhanced contributions
  Employee benefits and securing what matters most to them
  Financial education and wellness

Please note, the value of investments linked with St. James’s Place was directly tied to fund performance, and it could fluctuate. There was a possibility of getting back less than initially invested.

McMillan Wealth Consultants Limited operated as an appointed Representative solely for St. James’s Place Wealth Management plc, authorized and regulated by the Financial Conduct Authority. For more information on the group’s wealth management products and services, visit www.sjp.co.uk/products.

About Joe Parker

Joe Parker is a Self-employed financial adviser that is based in Medway, however Joe operates throughout Kent and the surrounding areas, including London. Joe has been with McMillan Wealth

Consultants and St. James’s Place since July 2020.

Joe has been a financial advisor since 2014, however, he has been involved in Financial Services since 2009. Joe has also become accredited in order to provide Financial Education.