Senior Executives
Big career. Big rewards. Still wondering: is this enough?
Our executive clients are high-earners with complex packages - RSUs, Bonuses, pension issues, and even bigger questions. You've done well. But is it getting you where you want to go?
How we help:
- Structure and simplify RSU strategies
- Plan around pension caps and build wealth outside traditional channels
- Create space to step back, realign, and plan a life with more choice
Real Clients: Dave & Sarah
Dave was earning over £260k — but unsure if work could ever be optional.
With a plan tailored to their goals, we doubled their projected retirement assets from £1m to £2.5m.
They're spending more freely, securing their future, and living better now — not just later.
Read their full story
