Who this service is designed for

• Engineers, researchers and senior managers in technology, med-tech and pharmaceutical companies
• Professionals earning strong base salaries alongside bonuses, equity or variable income
• Clients contributing to multiple pensions or investment platforms over time
• Individuals with international exposure through work, relocation or equity plans
• People who want confident decision-making without unnecessary financial noise

The challenges we help our clients solve

• Making bonuses and equity work together as part of a wider plan
• Avoiding missed pension and tax-planning opportunities as income rises
• Knowing how much to invest versus how much to keep flexible
• Bringing pensions, investments and savings into one clear structure
• Planning ahead without locking into rigid or outdated strategies

Career-Stage Wealth Plan

This service gives you a clear financial framework based on where you are in your career today. We review your income, spending, savings, pensions and investments, and help you prioritise what matters most over the coming years. The focus is on smart, realistic decisions that support career growth while keeping your options open.

RSU & Bonus Strategy Review

Equity and bonuses can be powerful wealth-building tools, or a source of confusion if left unmanaged. We help you understand how your bonuses and RSUs are taxed, how they fit into your wider finances, and how to use them effectively. The result is a clear strategy that turns irregular income into long-term progress.

Pension Acceleration Plan

As earnings increase, pensions often become one of the most effective planning tools available. This service focuses on helping you take advantage of pension allowances and reliefs in a way that suits your income profile and future plans. We ensure pension decisions support your overall financial strategy, not just retirement in isolation.

Tax-Efficient Investment Setup

For clients ready to invest beyond pensions, Curran Futures helps ensure everything is set up correctly from the outset. We guide you through account selection, investment structure and risk alignment, so your money is invested efficiently and remains easy to manage as your wealth grows.

Your natural next step;

As your career and finances evolve, many clients choose to continue with:

• Ongoing based financial planning
• Or long-term investment management

This allows us to provide continuous guidance as your income, equity and opportunities change, ensuring your financial strategy always reflects your real life.