Wealth Management Protection

Going through a divorce can be one of the most stressful events in life. Wealth management protection is essential at this time, particularly regarding allocation of pensions.

Our advisers can help by:

  • Analysing the information provided by one or both parties.
  • Assisting in gathering any further information to prepare your report and liaising with legal representatives as required.
  • Preparing a detailed report to consider all of the options available, utilising actuarial input where necessary.
  • Recommending suitable financial arrangements including pensions, investments and protection.
  • Implementing any financial order, for example pension sharing and attachment orders.
  • Managing the investment portfolios and dealing with future financial planning needs.