Supporting you further
Quite often employees may not be financially aware of the benefits being offered, which is where financial education and good communication design can help. Similarly, when executives receive returns on share plans there is often a lack of assistance at this stage, which is where wealth management and wills services can be utilised.
To add value and encourage employees to remain loyal and focused on the company's long-term success, we realised that more should be offered around our core service areas, which is why we draw together partnered solutions for the affiliated areas of employee share plans to ensure we offer full support throughout the share plan life cycle and beyond.
Below provides a list of our key partners who offer services that support the operation of share plans. If you would like an introduction with one of our partners to ensure they have sufficient insight into you and your company, and to speak to the best person then please contact us and we will be happy to assist.
- Brokerage Services (1)
- Charitable Share Gifting (1)
- Employee Benefit Trusts & Trusteeship (1)
- Employee Communications Creativity & Design (1)
- Financing & Financial Advice (3)
- Global Payments & FX (1)
- Recruitment Services (1)
- Share Plan Administration & Software (3)
- Share Plan Education (3)
- Wealth Management Services (1)
- Wills & Inheritance Tax Planning (1)
Cosec and share plan recruitment services
With over 20 years relevant experience, Ingen Partners can help you to improve shareholder communications, share registration service levels and conduct reviews of your secretariat.
We help with the recruitment of non-executive directors, Company Secretariat and share plan administrators.
NLP Financial Management
Portfolio management and financial planning
A boutique firm of Independent Financial Advisers, that offers a rare mix of financial planning and portfolio management services designed to ensure that clients receive comprehensive holistic advice in every aspect of their financial affairs.
An independent institutional stockbroker and corporate advisor, with services built on industry expertise, and an unparalleled level of service and advice.
Share donation charity
Works with companies to release money tied up in, and arising from small shareholdings, generating millions of pounds for charities whilst saving companies significant administrative costs.
The Will Bureau
Estate planning & wills
A leading legal service provider in London offering a range of legal services including estate planning, discretionary trusts, IHT, asset preservation, wealth management, tax saving, guardian, executor and secure document storage; we are also a member of the Society of Will Writers.
One of Jersey’s leading law firms, with particular expertise the use of Jersey trusts and employee benefits.
Western Union Business Solutions
International payment and fx solutions
Through a strong focus on payment services and foreign exchange, Western Union design solutions with your business in mind.