Financial Planning for Company Executives

At Kellands we recognise that effective financial planning for company executives requires a specialised approach. The overriding aim of executive financial planning is to provide financial peace of mind.

As a company executive your financial affairs are likely to be complex. Your personal wealth could well be interlinked with the prospects of the company you work for, not just through your basic remuneration but with share options and retirement benefits. And most company executives work long hours, allowing little time to focus on your own financial future.

Financial planning for company executives therefore needs to address more than the usual basic elements. It also needs to look at these more complex distinct areas, such as unique pension provisions and employee share schemes, and to evaluate how best to incorporate these benefits into your overall financial plans. This is the starting point.

The next step is planning for the future, with financial independence perhaps the most common financial objective for company executives. Financial independence seeks to give you the flexibility to determine when you want to retire.

However, financial independence for a company executive often means more than that. It may include supporting dependants, other family members, charities or similar organisations. These additional needs and objectives can be incorporated into your overall financial plan.

The services we offer include:

• Maximising employment benefits
• Financial security and protection
• Retirement planning
• Tax planning
• Investment planning
• Inheritance Tax Planning

At Kellands, we have a team of financial planners who are experienced at helping company executives meet their financial goals. Please get in contact if you would like discuss your specific circumstances and find out more about how we can help you.