Financial Advice for BAE Systems Employees
BAE Systems employees have access to a dedicated team of financial advisers who understand the structure of BAE Systems remuneration, benefits and share plan arrangements.
Ewart & Bridgeman advisers have supported many BAE Systems employees across different UK locations, providing guidance on pensions, share schemes, retirement planning and wider financial planning needs.
Our advisers take the time to understand your personal circumstances and help you make the most of your BAE Systems financial arrangements while also considering your wider financial goals.
This can include planning for you and your family both now and in the future.
Specialist financial advice for BAE Systems employees
BAE Systems remuneration structures can include pensions, share schemes, bonuses and other benefits that require careful financial planning.
Our advisers can provide guidance in areas such as:
• Budgeting and savings planning
• Tax and bonus planning
• BAE Systems pension and retirement planning
• Share scheme and investment planning
• Tax-efficient investment planning
• Family protection and insurance planning
• Estate and intergenerational wealth planning
• Referrals to specialist banking and mortgage services
Each recommendation is based on your individual circumstances and financial objectives.
Experience supporting BAE Systems employees
The advisers in this team have developed a strong understanding of the financial planning considerations relevant to BAE Systems employees.
They have delivered educational briefings and provided financial planning sessions for BAE Systems employees in recent years.
This experience allows our advisers to support clients with practical and informed guidance around the financial decisions that often arise during a career with BAE Systems.
Request a Consultation
BAE Systems employees can request an initial consultation without obligation. This offer also extends to immediate family members.
You can contact an adviser by email to arrange a conversation. Please quote reference EBA-BAE1 when making your enquiry.
The lead advisers supporting BAE Systems employees are Peter Ewart and Chris Bridgeman.
About St. James's Place
Through the St. James's Place Partnership, clients receive face-to-face financial advice supported by a broad range of investment and financial planning solutions.
Useful Links
BAE Systems Pensions Website. Click here
Please note that the services provided are not offered in conjunction with BAE Systems and are provided through St. James's Place, which is authorised and regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Clicking a link will open a new window. Any external sites are not endorsed by St. James's Place.
Got a question?
Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.
