As an Associate Partner Practice of St. James's Place Wealth Management, I provide wealth management solutions to business owners looking to grow their business and help them prepare their business for exit*Examples of clients I have helped are,• Fund raising for growth / buyout shareholders• Partial sale to allow the owner to enjoy their financial rewards now • Help to prepare clear strategy for planned exit.Supporting my advice, St. James’s Place Wealth Management Group has an extensive team of in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. St. James’s Place also work closely with specialist, independent solicitors and accountants and business consultants. My clients include:• Business owners/entrepreneurs• Corporate executives• Individuals planning for retirement I am part of the St. James’s Place Entrepreneur Club which is a dedicated offering for our business owner clients. Outside of work, I enjoy my time with my wife and three children, and very keen golfer and and long term supported of Demelza Children’s Hospice.If you would like an informal chat with no obligation, please feel free to connect with me on LinkedIn or send me an email at alan.pickrell@SJPP.co.uk*Exit strategies may include the referral to a service that is separate and distinct to this offered by St. James's Place.Alan PickrellPrincipal of Pickrell Financial PlanningAssociate Partner Practice of St. James's Place Wealth Management
Listed skills include Business Networking, Strategic Financial Planning, Investments, Wealth Management, and 17 others.