Executive Financial Planning

Personal Financial Planning for Executives

Wren Sterling has created a Pension and Benefit Planning service specifically for the personal financial planning needs of senior executives, directors and business owners. We know your people are central to your success and you want to remunerate them in a way that makes your commitment clear. Supporting that will undoubtedly be a benefits scheme that satisfies their professional and lifestyle aspirations.
However, when you offer competitive salaries and benefits to your executives it can introduce tax planning issues, if it isn’t managed proactively by an expert financial adviser. Wren Sterling overcomes this by pairing corporate advisers with private client advisers, ensuring you get the maximum benefit from your investment in our relationship.

We can help you support your executives directly by providing holistic personal financial advice that covers everything from their pension arrangements to wealth planning to protection.

Our services include:

  • Executive Pension Planning
  • Lifetime and annual allowances
  • Cashflow Planning
  • Wealth Management
  • Relevant Life Policy
  • Executive remuneration

If you’d like to find out more about our services, download a copy of our Executive benefits brochure.

Related posts:

Why are some people cashing in final salary pension schemes?

In recent years final salary pension schemes have been phased out by employers because people are living for longer and the uncrystallised liabilities are wreaking havoc with corporate balance sheets. Robert Blumberger explains why this is happening and sounds a cautionary note for those attracted to the idea of transferring.