How can I assist you and help your clients?
It’s easy for clients to feel confused and put off by the complexities of the pension on divorce issues and the myriad of options available. My role is to guide your clients through the language, the issues and to provide you and them with enough information so that you can make informed decisions. I can also help with the instructing of the actuary.
My services have been designed to save you and your clients’ time and money by removing the hassle of dealing with pension companies, trustees and actuaries. My comprehensive advice and recommendation reports will provide you with peace of mind and security, knowing that the decisions your client has made have been based on sound financial planning and advice from a Resolution Accredited Independent Financial Adviser. My qualifications are set out here.
Click here to see my approach and how this fits into the divorce process.
Read these case studies of how I have helped clients in the past.
My ongoing review services will enable your client to understand their pension future better, or rebuild what has been lost and ensure the financial future they desire.