Executive Planning

If you are a Company Director or Senior Executive your financial needs can be complex, particularly if you have a shareholding in the business.  This combined with your wider family financial planning can lead to a more detailed financial plan being required.  We can work with you to identify your specific needs and create a plan to meet these.  

Areas we cover include Business Protection (Shareholder or Keyman Insurance) and Business Succession or Exit Planning.  How the future of your business interacts with your personal financial future can be key to understanding how your goals can be achieved. 

We are independent advisers, with no ties to any insurer, so we can find the right products that meet your needs.