Financial Wellness Programme for Employees
Employees Savings & Investment Schemes
Key Person Insurance
Group Health Insurance
Corporate Insurance & Shareholder Protection
Investment Management
Corporate Financial Planning
Financial Wellness Programme for Employees

Our Financial Education programmes are designed to elevate your team’s understanding of personal financial planning, empowering them to make informed decisions for their futures.

The sessions are completely flexible and can complement your existing wellbeing initiatives or serve as stand-alone series.

Financial Wellness Programme for Employees

Our Financial Education programmes are designed to elevate your team’s understanding of personal financial planning, empowering them to make informed decisions for their futures.

The sessions are completely flexible and can complement your existing wellbeing initiatives or serve as stand-alone series.

Demonstrating a commitment to your employee’s financial wellbeing can have resounding benefits by contributing to positive mental health, recruitment strategies and employee retention. We are here to understand your objective and design a plan that works for your business.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Recommendation relating to Savings Schemes involves referral to a service that is separate and distinct from those offered by St. James’s Place.

Key person insurance is essential for businesses reliant on specific individuals. It provides financial protection, ensures business continuity, and helps maintain shareholder value in the event of the death, disability or departure of a key employee or owner. Our experienced advisors are positioned to determine the best approach for your business.

Recommendation relating to a Insurance involves referral to a service that is separate and distinct from those offered by St. James’s Place.

Comprehensive Insurance Solutions for Your Business

Our expert brokers will compare what is available in the market and provide the most cost-competitive and effective package for you.

We will advise you on the differences in coverage across various insurers, helping you to make the right decision for your employees.

Further to this, we will brief and train your employees, helping them to understand their benefits and the claims process.

Our brokers are backed by highly professional and trained teams who understand complex claim issues and are ready to answer your questions.

Recommendation relating to Health Insurance involves referral to a service that is separate and distinct from those offered by St. James’s Place.

By implementing corporate insurance and shareholder protection strategies, businesses can mitigate risks, ensure continuity, and protect the interests of their shareholders. Our expert advisors will build comprehensive strategies designed to safeguard against various risks and financial losses due to unforeseen events.

Recommendation relating to Insurance and Protection involves referral to a service that is separate and distinct from those offered by St. James’s Place.

Through ongoing consultation our Partners will develop a deep understanding of your business and be positioned to manage and oversee your investment portfolio. The plan will aim to maintain alignment with the company’s strategic objectives, levels of risk management and support long-term growth.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

For many of our clients, their financial assets and resources are tied up in their businesses, which is how we often get asked about our corporate services. Eight Wealth International has a team of specialist advisers that cover areas such as:

  • Corporate Financial Planning
  • Shareholder/Partnership Agreements and Protection
  • Tax Mitigation
  • Aspects of Exit Strategies
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