A bespoke service for directors and senior executives
Although clearly everyone who works in your organisation is important, members of
your board and other senior executives will
often have more complex requirements
that have to be met on an individual basis. Bates offers a bespoke service for directors
and senior executives to meet these needs.
High level financial planning may need to include areas of specialist advice such
as inheritance tax planning and trusts, so Bates can offer the services of a dedicated
team of highly qualified and experienced advisers to work specifically with senior
level employees on a one-to-one basis.
Alternatively, courses can be arranged on a residential basis, and partners are
welcome, whereas the one-to-one consultations can be arranged to suit the individuals.
For key personnel, Bates can provide individual pension ‘surgeries’ where a qualified
adviser will give impartial advice and guidance on their pension arrangements.
If you are interested in services for senior executives please
click here to request an appointment with and an Employee Benefits and Corporate
Services specialist.