We are often introduced to businesses via their accountants, offering an enhanced level of financial management at varying stages in a company’s lifecycle.

When working with an accountant, we form a powerful team of expertise helping to maximise a client’s business profits, reduce tax liabilities and improve benefits for shareholders and employees.

To find out more about partnering with Crescent Wealth Management to offer a 5-star service to your clients, contact us here.

From start up to exit including:

• Corporation Tax Reduction
• Workplace Pensions
• Protecting Shareholders
• Relevant Life Plans
• Protecting key staff in the event of death or injury
• Business sale/exit strategy*

“The team at Crescent Wealth Management instantly understand the needs that are particular to owner managed businesses. They appreciate the different challenges that each business owner faces and their advice is well thought out and well suited to each client.

The Practice strikes the balance of professional and personable, perfectly. Their desire to build a long term relationship that focuses on each client as a person, works in perfect tandem with how we support our clients.

We have had lots of feedback from our clients about working with Crescent Wealth Management led by Sam Williams, and without exception it has all been fantastic. All clients appreciate effective investment strategies (which Crescent obviously deliver) but they have equally remarked on the value of the adviser relationship they have been able to build with the team.

Undoubtedly, our aim is to build a lasting relationship with Crescent Wealth Management. Their advice is invaluable in complementing our own expanding advisory service offering and I’ve no doubt that clients will continue to benefit from this for years to come.

Wherever possible we will be working with Sam and the Practice to extend this offering to as many clients as we can.”

Ryan Lewis ACA Director, W R Frost Accountants

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 Crescent Wealth Management and St. James's Place.