We specialise in helping busy executives convert their compensation packages into meaningful financial security, without demanding more of your limited time.

Managing equity concentrated in a single company?
Approaching a significant liquidity event?
Unsure how to maximise your pension options?
Transitioning between industry sectors?
Wondering if you could retire earlier than planned?
Struggling to find time for your own financial planning?

Transforming executive compensation into lasting wealth

Our expertise helps busy leaders convert complex corporate benefits into meaningful financial security and personal success.

Retirement funding for senior leaders

Equity incentive strategies

Total reward planning

Financial clarity for busy executives

Making sense of your pension choices

Whether you’re in a defined benefit scheme or a defined contribution pension, these benefits form a crucial part of your financial future. We’ll help you understand the impact of contribution levels and investment choices, ensuring you’re not simply defaulting to standard options that may not be optimal for your situation. By examining how your pension fits into your broader financial picture, we can identify potential gaps and opportunities to enhance your retirement lifestyle.

Making the most of your share schemes

We understand the array of share-based compensation offerings typically available to senior executives, including Long-Term Incentive Plans (LTIPs), Restricted Share Plans and Deferred Bonus shares. Each of these can represent a significant component of your overall compensation. We’ll help you develop a strategy for when to hold, exercise or diversify these positions, ensuring you understand the tax implications of each decision. With your company shares often representing a substantial portion of your wealth, our expertise can help you balance potential growth with concentration risk, integrating these valuable benefits into your broader financial picture.

Getting the most from your executive package

Your pay package is about much more than just salary. We help you make smarter decisions about your bonuses, incentives and allowances, which often make up a large proportion of what you earn. We can advise on whether to take bonuses now or defer them, how to time your income for tax purposes, and ways to structure your pay that leave more in your pocket. Our straightforward approach ensures your pay supports both your lifestyle today and your wealth goals for tomorrow.

Financial Planning that fits your busy schedule

With frequent travel and global operations, senior executives rarely have time to manage complex financial affairs. We’ve designed our service to accommodate your demanding schedule—communicating via WhatsApp when convenient for you, providing secure online access to all documentation, and eliminating paperwork with digital signatures. No downloading files or arranging meetings to sign documents. You’ll have 24/7 access to your financial information, allowing you to review important details during your limited downtime, whether you’re in London, New York, or Singapore.