Director
CurrentShare Plans and the Importance of ExperienceShare plans are an extremely effective at linking employees to the nucleus of a company's well-being, its share capital. Share plan advisory services must therefore be built around a knowledge of how the industry operates, what services overlap and which disciplines feed into each other. There is a mysterious side to share plans, which can make utilising them somewhat daunting, but with 15 years experience we are able to unveil and demystify share plans for the benefit of companies both large and small. Tailored and Fit for Purpose Services should comprise best advice on what is suitable for the size and history of the company, taking into account the requirements of its shareholders, its stage of development and international footprint. Taking a proactive role, we are best placed to support the company's finance, company secretarial and HR teams in delivering the company's share plan strategy. A company should be able to rely on their share plan advisor to:• give best advice on the raw materials that go into the design of their plans • provide advice on the more emotive aspects relating to their plans, including: - communication design - delivery and promotion - administration throughout the life cycle • advise on ancillary services, including: - trustee, nominee, brokerage and international fx solutions - financial education for employees Our Concept Share Plan Partners achieves the above offerings by developing strategic relationships with specialist providers within the industry and offering clients an all-encompassing solution. We deliver services:• to our customers directly • through the white labelling our services to other advisors • by partnering with other providers to bring a collaborative approach through a network of independent specialists.Relationships are built through people being genuinely useful to others, and this is a cornerstone of Share Plan Partners.
