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.
- All Partners
- 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)
Partners in Wealth Management Services:
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.