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As your Senior Employees progress, their financial position becomes more complex, and clarity becomes more important than ever.
We provide access to specialist Financial Planning for Senior Executives and Directors, helping them understand their position, manage risks around tax and pensions, and help them make confident decisions about their financial future.
Senior Employees often face complex financial decisions around:
Help your employees by providing access to Financial Planning support:
Encouraging financial wellbeing at senior levels can impact your whole organisation:
Wren Sterling’s Executive Financial Planning services helps Senior Employees access Financial Advice tailored to them, delivered by experienced, Independent Financial Advisers – in a consistent, structured way aligned to your organisation. This includes:
For many Senior Employees, Pension Planning presents both the greatest risk and opportunity.
Our review supports employees to:
THE IMPACT
Wren Sterling’s Workplace team can support your broader employee benefits and wellbeing offering. Our Workplace team can help you build better strategies to reward, develop and retain your people.
Hear from some of Wren Sterling’s clients discussing their Financial Planning experience with us:
Having a clear financial plan in place gave me the confidence to make decisions about my future. It helped me understand what was possible and challenge assumptions along the way.Chris Charnock, Now semi-retired
Chris Charnock enjoyed a long career in executive roles at large corporate organisations, including Vodafone and Mercury Communications. Through Wren Sterling’s guidance, he was able to do a phased retirement, which enabled him to maintain his standard of living and stay active at work, supporting his mental wellbeing.
The support and simplicity the team brought made a real difference, especially at a time when things felt complex. Having someone you can trust to guide you and be there when you need them is immeasurably valuable.William Robinson, Robinsons Brewery
William Robinson is part of Robinsons Brewery, a long‑established, multi‑generational family business. Through Wren Sterling’s support, he was able to simplify complex personal and business financial matters, providing clarity and reassurance during key life events.
With Wren Sterling, your Senior Employees are supported through a structured and straightforward journey...
A confidential, no‑obligation discussion to understand your priorities.
We take a holistic view of your finances, including pensions, tax exposure, income structure and wider planning opportunities.
You receive a structured report and recommendations tailored to your circumstances.
We work with ongoing clients continually, adapting your plan as your role, income and goals evolve.
What sets us apart
Independent Financial Advice
in supporting Senior Professionals
Delivered through Workplace programmes across the UK
high quality advisory approach
The service is typically delivered on a fixed-fee basis, with costs agreed in advance based on individual circumstances.
Pricing can be structured at an employee or employer level, depending on whether a Senior Leader would like to access this service personally, or if a Key Decision-maker is looking into this service on behalf of your Senior Leadership and employees.
If you’re looking to enhance your workplace offering and better support your Senior Employees, get in touch.
Download our brochure
Download our Executive Financial Planning brochure to understand:
Executive Financial Planning is a specialist type of independent advice for Senior Professionals with more complex financial needs. It brings together Pensions (and Pension Allowance review), Tax, Investments and broader Financial Planning into a personalised strategy.
This service is designed for Senior Executives, Directors and Business Owners, particularly those with higher earnings, variable income or exposure to Pension Allowance limits and tax complexity.
A structured review of each employee’s Pension position, including Annual Allowance, Carry Forward, Pension Contribution capacity and potential tax exposure. Employees receive a personalised report with recommendations and next steps.
The service is typically delivered on a fixed-fee basis, agreed in advance based on the complexity of individual employee’s circumstances and the way the service would be implemented within your organisation. Costs can be structured at either an employer or employee level.
Yes. Wren Sterling always provides a confidential initial conversation at no cost, helping any one interested in our services to understand their position and whether they wish to proceed.
This is not advice. Recommendations will be made only after assessing individual circumstances.
All references to taxation are to UK taxation and are based on our current understanding of UK law and HM Revenue & Customs practice as at April 2026 and are subject to change. We are not providing legal or tax advice and recommend that you obtain independent tax and legal advice tailored to your situation. The Financial Conduct Authority does not regulate Inheritance Tax (IHT) planning, tax advice, estate planning or advice on Wills and Trusts.
The value of investments or pensions can fall as well as rise. You may get back less than you invest. Pensions are long-term investments. Income from drawdown is not guaranteed.
