Director & Executive Planning

For company directors and senior executives, financial planning is more complex. Income, assets, and long-term wealth are often closely tied to the business. Our Director & Executive Planning service focuses on efficiently extracting, growing, and protecting wealth, both during your career and into retirement.

Our expert team of Financial Planners can help you with:

  • Tax efficient income & wealth extraction
  • Pension & retirement strategy
  • Investment of personal & corporate assets
  • Protection planning for Directors

At RBK, our Corporate Services team will take a coordinated view of your business and personal finances, ensuring all decisions are aligned and suitable for your circumstances. This includes detailed analysis, clear recommendations, and ongoing reviews to adapt as your business evolves.

For more information or to discuss your specific requirements, please contact a member of our team.

Other Corporate Client Services services

Business Protection Planning Succession & Exit Planning
Cashflow & Investment Strategy
Corporate Pension & Employee Benefits
Business Protection Planning Corporate Pension & Employee Benefits
Cashflow & Investment Strategy Succession & Exit Planning
Business Protection Planning Corporate Pension & Employee Benefits
Cashflow & Investment Strategy Succession & Exit Planning

Team members

A man in a dark suit, white shirt, and red-and-blue striped tie is smiling at the camera. He has short brown hair and is standing in a bright, modern indoor setting. Patrick Keegan

Wealth Management Director

Tel: +353 90 6480600

Get in touch

At RBK, we provide our clients with high-quality technical and commercial solutions that are responsive, relevant and practical.

Contact