strategic investment planning.

Your employees can explore how general knowledge, usually gained through our education programme, can be applied to their personal financial situation by meeting with one of our Strategic Investment Planners who will advise them on their investments.

strategic investment planners.

Our Strategic Investment Planners are all fully qualified and experienced investment advisers. We offer UK-wide coverage and our Planners can come to your place of work or speak to your employees at home, whatever suits your company best.

financial planning for senior executives.

Senior employees may have significant benefits within your organisation, such as stock options. In addition, their personal tax and investment position is likely to be more complex. Our Executive Planning Service considers:

  • asset allocation and the dangers of concentration risk. This can often be the case when executives hold a large value of their own company stock.
  • how to manage their capital gains, inheritance and income tax efficiently.
  • how to combine share schemes with pensions
  • how to plan for a financially secure retirement

 

the planning process.

 
 

clinics.

  • Sessions last from 30 to 45 minutes.
  • They enable the employee to gain a good understanding of what impact certain decisions may have on them personally e.g. transferring company share schemes into pensions.
  • At the end of the session each employee receives a checklist of issues to consider.
  • These are not ‘advised’ sessions and merely provide guidance to help employees decide what they need to consider.