Senior Executives

As a senior executive in a PLC or large private business, your financial situation poses unique challenges and opportunities.

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FINANCIAL PLANNING FOR SENIOR EXECUTIVES

As a senior executive in a PLC or large private business, your financial situation poses unique challenges and opportunities. At Cooper Parry Wealth, we support a large number of senior executives with fully integrated, holistic financial planning, freeing up your time to do the things you love, and giving you the confidence to lead your ideal lifestyle. Now, and in the future.

Senior executives are busy people. And with a to-do list packed with professional and personal commitments, we know looking after your finances can fall by the wayside.

If that’s the case, you’re missing out on some sizeable opportunities to derisk and fine-tune your financial position.

SENIOR EXECUTIVES: HOW CAN WE HELP?

Let’s say part of your remuneration comes in the form of your company’s shares. It’s something we see a lot with our senior executive clients. Your wealth accumulation is closely tied to the company’s performance. Your retirement and long term financial goals ride on it and you need to try and diversify your investments and mitigate the risks over time.

We can help you do that – but we won’t look at your investment portfolio in isolation, because every element of your personal wealth is linked in some way.

So, we’ll also put together a financial plan that looks at your overall circumstances and minimises income tax and capital gains tax where possible along the way. We’ll help you visualise your ideal lifestyle, in the immediate future and post-retirement. Then, we’ll use cash flow modelling to give you peace of mind that the money you’re earning today can support this – or highlight where changes need to be made.

Having a clear idea of your ‘number’, i.e., the amount you need to have to retire comfortably, is an important step. We can help you discover that, and when the time is right to step away, we can support you through the divestment process, ensuring you get the most out of the wealth you’ve accumulated, and ultimately, create a lasting legacy.

WHAT OUR CLIENTS SAY

We recently sat down (in their wonderful new home) to chat with long-standing Wealth clients, David and Caroline. We covered loads of things, but perhaps most importantly we talked about what we did that made life really count to them.

“We have a really good working relationship. They’re not frightened to say when they think something needs to change or we should do something differently. The team are first rate.”

“Cooper Parry Wealth have a unique investment philosophy. They aren’t out there trying to be active fund managers, trying to pick the best investments. They use index tracker funds which is a philosophy I believe in. It’s a very attractive proposition.”

HOW CAN WE HELP?

Pension Planning Investments Life Assurance School Fees Planning Long Term Care Planning Inheritance Tax Planning Minimising Tax Liabilities Philanthropy

LIFE STAGES WE SUPPORT WITH

Looking for wealth management support through all your key life stages and events?

Cooper Parry Wealth can be your sounding board. We’ll give you complete peace of mind about your personal finances, an award-winning team of experts in your corner, and more time to do the things you love.

If you’re going through any of these stages in life, we’ve got specialists on hand to support you.