Executive Wealth Management 
We offer a financial planning and tax service that can be tailored to the needs of key employees and senior executives.
We'll create a comprehensive financial plan that can be extended to include advice in any of the following areas:
- Inheritance Tax advice
- Wills and trusts
- Investment Consultancy
- Retirement Planning
- Tax advice in relation to second property purchase
- Annual tax return
You can include as many employees as you like in our scheme. Typically this may be:
- Directors
- Senior executives
- Higher earners
- Key employees
If you offer an Executive Wealth Management service to your key people, we find it
- enhances an existing benefits package
- gives incentive and motivates
- improves loyalty and helps retention
- assists with recruitment
- gives you an advantage over competitors
Please contact us to find out more.
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