Share Plans


We can work with quoted companies and/or third-party administrators to provide a wide range of services and expert solutions to help you administer your share plans and employee dealing requirements with our years of experience and accumulated knowledge. 

Dowgate Wealth

  • Employee owned business, we are here for the long term

  • Significant experience within the company and at board level

  • Well capitalised with focus on regulatory and custodian processes

  • Material investment in processes and digital infrastructure, fit for future

Our services include the following:

  • Online platform for corporates to view all employees and the plans they may have 
  • Support for international employees and cross border sales 
  • Share option and cashless share dealing services 
  • Vanilla share dealing 
  • Share matching schemes 
  • Employee Benefit Trusts 
  • Employee bonus issues 
  • Dividend Reinvestment Plans 
  • Settlement and custodial arrangements, onshore and offshore 
  • IPO and Friends and Family support 
  • Multi-currency reporting and settlement 
  • Transaction and Reporting including end of year tax reporting
  • Expert dealing capabilities including bulk trades and warehousing 
  • Certificated settlement capabilities and extended settlement 
  • Immediate trade execution and prompt reporting 

Give us a call to discuss how we might be able to help you or provide our expertise to find an equity solution for you.

We use Dowgate as a brokerage service for our Executive Share Options Scheme. They are accessible, proactive and responsive in dealing with both ourselves and the scheme participants. We particularly like being able to pick up the phone and speak directly with an Investment Manager who can deal with any queries straight away.

FTSE 250 Company

Aim Rule 26

Onward Opportunities Limited is listed on the Alternative Investment Market (AIM) on the London Stock Exchange and seeks to comply with the principles of good corporate governance as stated in the AIC Corporate Governance Code to the extent that is appropriate and practical for an AIM quoted company of its size and nature.

More Services

When your Share Plan matures and the time comes to diversify your investment we can help to establish a broader portfolio and in the most tax efficient way. We can also help with inheritance planning if needed.


Discretionary Portfolio Management


Tax Efficient Investing


Inheritance Tax Portfolio Management