Executive financial planning
To attract and retain talent, remuneration packages are becoming increasingly flexible.
This flexibility has brought greater choice, coupled with increased complexity meaning that impartial, specialist and professional financial advice is now more important than ever, particularly for senior executives.
Most senior people are time poor. We focus on making the most of our time with them, where and when it suits them, then work efficiently behind the scenes to put them in a position to make and implement decsions.
We work with the individual to understand their particular circumstances and provide them with a holistic wealth management and financial planning strategy. We help each executive to gain a detailed understanding of their personal financial situation and optimise the value of their remuneration and benefits package.
Our team will work with the executive’s existing advisers, brokers and banks so that the advice they receive is comprehensive and co-ordinated. In particular, we review past employment, tax and pension situations to optimise the use of allowances and protections.
the Financial Conduct Authority(FCA)
Registered in Scotland No. SC113651FCA
Registered no. 144940
The Financial Ombudsman Service is available to sort out individual complaints that clientsand financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit the FOS website