Technology entrepreneurs & senior executives
Identifying your needs
We have extensive experience working with those in the technology sector. We therefore understand the challenges and opportunities that come with a career in tech. You will likely have distinct and sometimes complex financial needs that require expert navigation and understanding. And a desire to make a difference to the world, that we champion ourselves.
You may want advice on how to manage share awards, particularly if your compensation is in the form of US-focused RSUs or UK-ownership-based remuneration such as options, phantoms and EMI. Or you may be looking for advice on how to build up your money when you’re restricted with pensions and have very little time to research property and other investment opportunities.
We know that in an industry where overseas travel and long hours are the norm, coming into offices to sign forms is not easy. We are used to working with and around the exacting demands of a career in tech and pride ourselves on the practical help we are able to provide our clients in this area, ensuring the arrangements we put in place are designed specifically to lighten the load in whatever way helps you.
Of course, we also know that your challenges and desires for the future won’t be identical to your peers’. You will have your own unique goals, which is why we don’t use a one-size-fits-all approach to planning your financial future.
We start our work by really getting to know you, how your life is lived and how you would like it to in the short, medium and long-term future. We then go about building a plan around your vision and goals.
“But you haven’t talked about retirement planning?”
You’ll notice that unlike a lot of other financial planning websites, we don’t go all-out on talk of retirement planning. Although planning for a secure and fulfilling retirement is, of course, an important part of the work we do with clients, we recognise that many visualise their life in a different way. You may never want to fully retire in which case we advise on how to build a flexible passive revenue stream that allows for returning to work and gaps for things like sabbaticals. You may not see the point in waiting until your 60s to live the lifestyle you dream of if there’s a way you can afford it now. We take our lead from you and how you want to live.
We will help you to
Whether you want help navigating complex share awards, understanding your pension options, or building an investment portfolio, we are here to give you the full picture. We utilise cutting-edge cashflow forecasting tools to present you with a graphic representation of your finances, forecast year on year, for the rest of your life. That then allows us to answer the question on everyone’s lips – do I have enough?
Do you want to take up opportunities to travel? Or change the pace of your life and buy that forever home? Perhaps you want to launch a start-up? Or maybe you’re looking to sell a business. We’ll help you identify what you really want from your future.
Drawing on a range of options that may include tax-efficient investing, estate planning, life and health insurance, income protection, and cashflow management, we’ll make certain you’re utilising all available approaches to creating and protecting your wealth long into the future. Tax needs to be paid – apart from the times when it doesn’t. We’ll ensure you’re taking all legitimate opportunities to reduce your tax bill.
Our aim is to help our clients achieve financial freedom, because with financial freedom comes choice over your destiny. Whether it’s to purchase that dream home and live mortgage-free, pay for the best possible educational opportunities for your children, or relocate abroad and leave UK winters behind, we’re here to help remove the financial obstacles in your way.
Client stories
Peter
Technology
Our conversations centred around what I wanted to achieve, and it then became about working out how I’d get that. My goal was financial freedom. I didn’t have that when we first met, but I’m glad to say, I do now.
Julie
Pharmaceutical
I met Nick a few years ago, via an introduction from a close friend. I was at the stage in my life where I really needed to think more strategically about my finances, and planning for the future and ultimately my retirement.
Susan
Law
I know that I am in good hands and that my finances are being looked after by someone I trust which gives me huge peace of mind. What I particularly value is the care that Paul gives – he is proactive, responsive and always makes time to listen and explain everything really clearly.
Jeremy
Technology
Having the financial part of my life squared away gave me the confidence I needed to start my own company. I wouldn't have had the confidence that I have the money, or the bandwidth to take this step otherwise.
Suzanne
Pharmaceutical
Paul has helped us plan for our children’s futures. He advised us on school fees, how to plan for our children going to university, and we’ve gone through all life scenarios and said, in each one, are we secure? What do we need to do to ensure we would be secure in that situation?
Contact us
If you would like to have a confidential discussion with no obligation about how we can help you then please get in touch.
