Executive financial counselling

Our unique executive financial counselling service provides a combined personal financial and tax planning service to key individuals within the company to help them achieve their financial goals. 

 

Benefits for the employer 

Offering executive financial planning services as part of their remuneration package helps employers to show how highly they regard their senior employees. Smith & Williamson’s service reinforces the value of employer-sponsored benefits by helping the executive to fully understand them. The employee can also see how the benefits interact with their individual needs, objectives and arrangements.

Our service also gives executives the reassurance that their financial affairs are being professionally managed, leaving them free to focus on their day-to-day work. Our counselling can be tailored to suit their short, medium and long term financial goals and career stage.

 

Benefits for the executive employee

Through Smith & Williamson’s executive counselling service, employees gain a clear picture of their personal financial affairs and receive thorough advice, confidential and focused to their individual needs. 
The service can reduce the time executives spend making important financial decisions. Access to our qualified financial planners helps them to make the choices that are right for them.
As a proactive service, there are regular review meetings to address ongoing financial planning requirements and consider relevant changes in financial legislation.

 

Our process 

Smith & Williamson’s executive counselling service is fully tailored to the individual’s needs. In our experience, most employers prefer a personalised service via one-to-one meetings between the executive and our financial planning and tax experts.
Following our initial consultation with the executive, we will provide an initial summary report tailored to the individual’s requirements. Typically our initial report would typically cover the following areas:

  • A personal financial summary
  • Lifetime cashflow planning
  • Personal tax analysis
  • Pensions and retirement planning
  • Investment management
  • Protection planning
  • Inheritance tax planning

In addition to our initial report the service may include:-
  • Will and powers of attorney drafting support 
  • Mortgage review service 

We are also able to offer group seminars and workshops to the wider workforce if required.

Following the initial consultation executives will be assigned a single point of contact for all their on-going financial planning requirements. Executives will receive an annual financial review typically covering personal tax compliance (including any personal tax returns), ongoing financial planning and investment management.  

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