Services
As a financial planner understanding and showing you your overall financial picture is what I do for a day job! One of the most satisfying aspects of the work I do is helping you to understand how your financial settlement on divorce will affect your overall financial future.
In addition, I can set out and guide you on the risks involved in any decision. Whether it involves pensions or not I can help you get the outcome you are looking for. Here are the four main areas I can help you today
Get Your FREE Guide 7 Financial Tips on Divorce
5/
5stars
He delivered a thought provoking and eye opening session…
“I asked Phil to present at the Family Mediators Association Conference on Pension Freedoms within the context of divorce and financial settlements. He delivered a thought provoking and eye opening session full of ideas and case studies. The feedback I received from our delegates was extremely positive. If you are struggling with the challenges that pension freedoms throw up then Phil’s your man.”
Beverley Sayers Chair | Family Mediators Association
Get Your FREE Guide 7 Financial Tips on Divorce
5/
5stars
His attention to detail was impressive…
“Phil has shown much patience and knowledge in helping me plan for my future after divorce, being so close to retirement. Despite unusual circumstances of distance, he rose to the occasion leaving no stone unturned with regard to either his professional responsibilities or my future needs. His attention to detail was impressive, always maintaining regular contact. He approached weighty matters with gentle humour when needed to offset my initial nervousness in decision making.
I was given as much time as I needed to read the paperwork involved and ask questions. I was stunned when I was advised by him to apply for the State Pension, an area in which I had no knowledge at all and Phil showed his true value with his directness and I found in conclusion that the system is not so hard for the lay person if one trusts the person giving the advice.
I waited until I was back in the UK before I submitted my decree absolute to the Department of Work & Pensions and they had already given me a basic pension. I logged on to my current account and they had given me a lump sum back payment now that they are using my ex’s contributions that was a wonderful surprise as you may imagine! It has almost quadrupled the original sum they were paying each month”