I’m a financial adviser with over 13 years of experience working in financial services.

Divorce, separation and dissolution can be overwhelming. My job is to help you understand what you’ve got and make the best decisions for your financial future.

It’s best to start working together as soon as possible, so I can hold your hand through every step of the process.

Settlements

I use financial reporting to explore potential settlements and how they might affect your future income. This way, you will understand the consequences of a settlement before you accept it.

Pensions

Only 20% of divorcing couples discussed their pension (Legal and General and Optimum Research, November 2023, 2750 people surveyed).

A significant number of people waive their rights to a partner’s pension as part of the divorce. It’s important to recognise the impact of this because waiving these rights could affect your financial situation for years to come.

Pensions can take ages to find, and in some cases, actuaries will need to value them— another reason to start the process early.

Protection Insurance

Protection insurance is fundamental for your peace of mind during divorce and separation, because your liabilities and circumstances are changing.

It might not be your first thought, but the financial independence that comes with arranging the relevant insurance is a crucial step toward securing your future.

You don’t need to have prior knowledge of financial matters to work with me.

Contact me via my Calendly here.

And read more about True Self Wealth here.

Chartered Insurance Institute Qualifications:

• Diploma in Regulated Financial Planning

• Certificate in Mortgage Advice

• Certificate in Equity Release

• Certificate in General Insurance

• Award in Long Term Care Insurance

The value of a pension will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

True Self Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

SJP 15/10/2024