Employee owned business, we are here for the long term
Significant experience within the company and at board level
Well capitalised with focus on regulatory and custodian processes
Material investment in processes and digital infrastructure, fit for future
Give us a call to discuss how we might be able to help you or provide our expertise to find an equity solution for you.
FTSE 250 Company
We can work alongside co-sec teams to come up with equity solutions or if there is a plan already in place then we can administer accordingly and provide advice
We can open accounts electronically and can arrange for DocuSign forms to be completed for electronic signature
Co-sec teams can have a master login and sub accounts can be added specifically for the viewing of each employees benefits/shares
Yes but it may be more costly to sell them and take a little longer to receive the proceeds
We will provide year end tax reports including income and disposals
Our online platform can be accessed at any time with up to the minute valuations
We have made it as simple as possible for you to open an account with us. If you need any assistance, you can contact us via our online messaging portal, however, if you would prefer to have a conversation over the phone, a member of our team would be delighted to help.
When your Share Plan matures and the time comes to diversify your investment we can help to establish a broader portfolio and in the most tax efficient way. We can also help with inheritance planning if needed.
