Providing a personal service that aims to help your senior executives grow their wealth, whilst working around the demands of their busy schedules.

We are dedicated to providing a personal service that aims to help your senior executives grow their wealth, whilst working around the demands of their busy schedules. We will work closely with your executives and plan trustees to provide a first class wealth management service. By understanding the intricacies of their share plan arrangement we can provide a personalised service encompassing their assets within and outside their plan.

We can also put your executives in touch with our Barclays colleagues who can provide advice and solutions which include tax, trust and estate planning, investment, credit and private banking.