Sam Herbert Email & Phone Number

VouchedFor 2022 Top Rated Financial AdviserFor most business owners the all consuming challenge of building and running a business leaves little time to think about "what comes next?". Building a successful company is a fantastic achievement but how will you balance this with personal goals and ensure your financial aspirations are achieved? Ensuring your corporate and personal goals align, working in parallel, is key to ensuring your investment in building your business pays off.Profit extraction - Is the business accumulating capital, could you be at risk of moneyboxing? Are you using your personal tax allowances effectively and planning for your personal goals?Growth – Is there a clear strategy for both business growth and your personal wealth?Exit strategy – Are you confident in the valuation of your business? Would it be attractive to a potential buyer? How would you utilise the proceeds effectively?Legacy planning – what would happen if a key person or shareholder suffered a serious illness or died? Would the value of your shares be fairly and promptly distributed to family members?If any of the above points have resonated with you, feel free to schedule a brief call (https://calendly.com/samherbert-pinnaclewealth/call) and take the first step towards planning your own future.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.Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.Pinnacle is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Pinnacle is a trading name of Pinnacle.SJP Approved xx/xx/xx

Listed skills include Investments, Protection, Pensions, Retirement, and 11 others.