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Services for senior people

In every organisation, there are people who by virtue of their role and salary level will typically have more complex financial circumstances and needs.

These people often cannot attend workshops alongside other employees and due to the nature of and constraints of their role will need a very bespoke approach.

Whether this is helping an employee to adapt their financial plan on entering a senior role, or new partners moving from the position of employee to business owner. The team is expert at helping employees who are at or approaching their annual pension tax allowance limits to review their pension contributions and alternative long-term savings choices, and providing financial and tax planning advice for those who are moving out of a full-time career to a new life of consulting or other roles.

For these individuals, we provide personalised one-to-one financial guidance and advice that works around employees’ busy schedules freeing them up to focus on the demands of their careers.

Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.