Collaborating with a Financial Adviser allows us to support clients through complex pension and tax planning.
Following a separation, our client wanted to seek Financial Advice and ensure she was in a settled position going forward.
We recently set up a pension, following a transfer of assets as a result of a pension sharing process.
Whilst this can be quite complex, we have been working with an experienced local Financial Adviser to advise on the correct course of action and ensure that investments remain tax efficient.
After an unsettling period in the client’s personal life, we have been able to provide peace of mind, ensuring all options have been assessed appropriately. A detailed plan has been put in place to reassure our client of her long-term financial stability for the future.
Working in Partnership with Financial Advisers has allowed us to combine areas of expertise. We have created a smoother transition for our client, supporting their journey to financial stability and independence, whilst reducing the stresses involved at such difficult times.
We understand that personal situations can change over time, and we are available to provide support. We encourage clients to discuss any concerns which they feel may impact their finances to find the best solution going forward.