How can we help?

You will have a dedicated and trained client manager who will co-ordinate your financial affairs, liaise with your other advisers and create an effective team working on your behalf.

We will keep and update your records to produce bottom line numbers to facilitate your decision making at a glance.

Help you plan your career and maximise your earnings.

Bi Annual Schedules Calculating

• Net Worth
• Unencumbered capital before and after retirement
• Cashflow and projected cashflow

Executive Benefits

• Negotiations with potential employers
• Advice on job offers and job moves
• Advice on leaving packages
• Advice on design of package

Company Packages

• Advice on business planning
• Employee benefits advice

Introductions to specialist advice

• Taxation, liaison with tax adviser re: CGT & IHT
• Legal, liaison with solicitors
• Liaison with Offshore advisers
• Openwork Limited, which is authorised and regulated by the Financial Services Authority.

• Obtain valuations of your investment portfolio

Retirement Planning

• Projected retirement income from all sources

Newsletter

• Regular newsletter on financial topics

Lifestyle Counselling

• Helping you to draw up a plan for your life
• Help in career planning
• Helping you to plan and acheive your goals