This service includes analysis of an executive’s overall financial situation, covering pension planning, general lifestyle financial planning and wealth management - all of which are carried out in conjunction with our Tax colleagues to ensure consistency with other tax and inheritance planning issues.
Our comprehensive solution based planning process consists of the following elements:
With a full understanding of a client’s financial position and an idea of their financial goals we can offer budgeting advice and identify need areas and cost saving opportunities
We specifically cover:
Please do not hesitate to contact a member of our Pensions and Reward Services team with any queries you might have.