Having had horses all my life and understanding the financial challenges riders and owners face, I decided to specialise my financial planning expertise within this area.
We have clients from all disciplines within the equestrian world from professional eventers, show jumpers, dressage riders and race horse owners and jockeys and are able to help with individual and business financial planning.
We have helped clients with protection planning, ensuring they have insurance policies in place to protect them in the case of accidents, critical illness and life insurance, as well as insuring staff/grooms who may be considered a key persons within a business.
We also understand that horses can be expensive and that they can often consume monies without careful investment planning. We are able to help put investment plans in place so that your monies are diversified. You work hard for your money, your money should work hard for you.
Pension planning is also an area we can help review, as with any career retirement is inevitable. We can help put pensions in place so that when you do decide to slow down, you have a retirement plan in place which you have control of and understand.
We work closely with British Eventing and are the Official sponsors of the ‘Calver Wealth Management 2* League. We will also be attending Belton Horse Trials, Rockingham Horse Trials and Osberton Horse trials this year (2016) so please feel free to contact us if you’d like to meet us at one of these events.
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.
*Image above: Andrew Nicholson riding Urma BK at Rockingham Horse Trials 2016