EXCLUSIVE: Killik Employee Services, a division of Killik and Co, has launched a wealth management service aimed at helping senior executives achieve full value from equity participation in their employer.
The service, called Encompass, focuses on ways that share participation, whether through share schemes or direct acquisition, can be used to manage cash flow, increase pension provision and mitigate tax liabilities.
Employers can offer to service to their executives on a group basis.
Alan Page, a chartered financial planner with Killik Employee Services, said: “So many executives are missing out, because they don’t know how best to maximise the value arising from their share awards.
“Employers spend a lot of time and money providing share-related benefits to incentivise and retain their people, so it is rewarding for us as advisers to provide the icing on the cake by helping employees to get the best value from share plan participation.”