Our service

Our focus is on helping you to find the right solution, and then putting it in place. You will need a result that’s been carefully designed to achieve particular business objectives, not an off-the-shelf or commodity solution.

We know that your company or client faces its own unique challenges.

Key stages in our service

If you ask for our help, these will often be the principal steps:


We’ll ask you to tell us about your business and why you want an employee share scheme or are considering employee ownership.


We will explain clearly the choices available to you and we will recommend a carefully considered solution.  Sometimes there will be a choice.  Our recommendations will be tailored to your company’s particular needs. We’ll explain clearly and concisely how any scheme will work, any tax points and the principal legal steps you’ll need to go through. We can also run financial models to help you decide how many shares you need to use, to achieve your objectives.


We will produce the legal documents, using our tried and tested writing style, and will provide guidance notes to ensure you understand what they mean. We will also look after all necessary clearances – for example with HM Revenue and Customs.


To succeed, you will need to explain clearly what you are proposing to do and simply to your employees and keep them informed about your company’s performance. We can help with this.  We produce crystal clear employee share scheme communications – written guides, slide shows, intranet pages and other media – using communication styles suitable for your particular employees and your chosen employee share scheme.


If you have employees who need training in share schemes or how to be a trustee of an employees’ trust, please tell us about your needs and we will suggest a training solution. We are enthusiastic and engaging training providers, able to demystify employee share schemes for any audience.


We can help you address any questions or issues arising during the life of your share scheme, and, if you require, can arrange for assistance with your share scheme administration, or for this to be outsourced.

How we can help you

We are always happy to meet you for a free initial consultation, at our offices, without commitment, about how a share scheme might help your business.  If this is not convenient we can talk over the telephone or by video-conference, or discuss your objectives and possible ways of achieving them by email.

Robert Postlethwaite

To explore how employee ownership or an employee share scheme could work for your company, call me on 020 3818 9420.

Robert Postlethwaite, Managing Director