Financial Planning
Creating a financial life plan for both your business & family
When it comes to growing and preserving your family wealth, it is vital to have full access to a range of experts. Crucial financial decisions should ensure loved ones have access to the right assets, at the right time, and are protected from future social impact.
Our specialists spend time getting to know you, your dreams, motivations and aspirations, to create the appropriate strategy and structure for you and your family. Our consultants are financial planners in the widest sense of the word, encompassing all aspects of planning, not just investment management or the best use of financial products.
Business
• Shareholder agreements
• Business protection
• Share protection
• Corporate powers of attorney
• Share schemes
• Flexible employee benefit packages
• Cashflow modelling
• Cash management
• Business consultancy
• Corporate investment
• Pre and post business sale planning
Individual
• Creation of your financial life plan
• Wealth accumulation strategies
• Pre and post retirement strategies
• Wealth preservation strategies
• Tax efficient investments
• Charitable giving
Ascend Executive work with many award winning partners to help clients plan to achieve their desired lifestyle.
Once achieved, we help maintain and protect your desired lifestyle throughout all life’s trials and tribulations with a bespoke service at your disposal.