Lombard Private Clients helps entrepreneurs & private client families achieve financial freedom & wellbeing. Driven by the values of Clarity, Simplicity and Impact – we apply these 3 principles to plan for your secure financial future, putting you in control of your financial independence. 

Our clients are individuals that have a stake or ownership in what they do:
o	Entrepreneurs & Business Owners
o	Affluent families & C-suite professionals
o	Limited Liability Partnerships

Take our 360 Exit Review that provides you with a benchmark report that’s personalised to your business. This report will:

o	Give you clarity as to how ‘exit ready’ you are right now
o	Highlight the critical factors that will influence your exit valuation
o	And a snapshot current valuation

Take the 360 Exit Review here: 
https://www.lombardprivateclients.co.uk/about/business-exit-strategy

Get in touch with us:
✉️ columba.mcmenamin@sjpp.co.uk | 💻 lombardprivateclients.co.uk


𝐸𝑥𝑖𝑡 𝑠𝑡𝑟𝑎𝑡𝑒𝑔𝑖𝑒𝑠 𝑚𝑎𝑦 𝑖𝑛𝑐𝑙𝑢𝑑𝑒 𝑡ℎ𝑒 𝑟𝑒𝑓𝑒𝑟𝑟𝑎𝑙 𝑡𝑜 𝑠𝑒𝑟𝑣𝑖𝑐𝑒𝑠 𝑡ℎ𝑎𝑡 𝑎𝑟𝑒 𝑠𝑒𝑝𝑎𝑟𝑎𝑡𝑒 𝑎𝑛𝑑 𝑑𝑖𝑠𝑡𝑖𝑛𝑐𝑡 𝑡𝑜 𝑡ℎ𝑜𝑠𝑒 𝑜𝑓𝑓𝑒𝑟𝑒𝑑 𝑏𝑦 𝑆𝑡. 𝐽𝑎𝑚𝑒𝑠'𝑠 𝑃𝑙𝑎𝑐𝑒

𝐿𝑜𝑚𝑏𝑎𝑟𝑑 𝑃𝑟𝑖𝑣𝑎𝑡𝑒 𝐶𝑙𝑖𝑒𝑛𝑡𝑠 𝐿𝑡𝑑 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) 𝑓𝑜𝑟 𝑡ℎ𝑒 𝑝𝑢𝑟𝑝𝑜𝑠𝑒 𝑜𝑓 𝑎𝑑𝑣𝑖𝑠𝑖𝑛𝑔 𝑠𝑜𝑙𝑒𝑙𝑦 𝑜𝑛 𝑡ℎ𝑒 𝑔𝑟𝑜𝑢𝑝'𝑠 𝑤𝑒𝑎𝑙𝑡ℎ 𝑚𝑎𝑛𝑎𝑔𝑒𝑚𝑒𝑛𝑡 𝑝𝑟𝑜𝑑𝑢𝑐𝑡𝑠 𝑎𝑛𝑑 𝑠𝑒𝑟𝑣𝑖𝑐𝑒𝑠, 𝑚𝑜𝑟𝑒 𝑑𝑒𝑡𝑎𝑖𝑙𝑠 𝑜𝑓 𝑤ℎ𝑖𝑐ℎ 𝑎𝑟𝑒 𝑠𝑒𝑡 𝑜𝑢𝑡 𝑜𝑛 𝑡ℎ𝑒 𝑔𝑟𝑜𝑢𝑝'𝑠 𝑤𝑒𝑏𝑠𝑖𝑡𝑒 𝑤𝑤𝑤.𝑠𝑗𝑝.𝑐𝑜.𝑢𝑘/𝑝𝑟𝑜𝑑𝑢𝑐𝑡𝑠

SJP approved 10.09.24

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