Personal Wealth Management
more in this section:
Going through a divorce is one of the most stressful events in life. Financial Planning assistance is essential at this time and we provide appropriate advice accordingly:
We can help by:
- Analysing the information provided by one or both parties
- Assisting in gathering any further information required to prepare your report
- Preparation of a detailed report to consider all of the options available, utilising actuarial input where necessary
- Recommendations for suitable financial arrangements including pensions, investments and protection
- Implementation of any financial order, for example pension sharing and attachment orders
- Managing the client’s investment portfolio and dealing with their financial planning needs in the future
Specialist Qualifications
The following qualifications are held within the team of specialist advisers:
- Fellow of the Personal Finance Society (FPFS)
- Chartered Financial Planner
- G60 Advanced Pensions
- AF3 Advanced Pensions
- JO4 Pensions Funding Options
- JO5 Pensions Income Options
your specialist advisors are:
