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Divorce can be an incredibly difficult and stressful time for all involved. We will work closely with you, your family and your trusted lawyers to ensure you reach the best possible outcome.

Divorce & Pensions

When a marriage or civil partnership breaks down, a pension fund is often one of the major components of the financial settlement. It is important that the treatment of the pension fund is given careful thought and consideration. Our access to impartial advice will help provide a comprehensive overview, including a transfer value analysis if necessary, culminating in a report on the options available, including offset, earmarking and pension sharing orders.

Where a pension sharing order is awarded we provide access to all the necessary impartial advice, assessing a suitable future investment strategy and administrative support to complete the transaction to a personal pension arrangement.

Protection

The death, serious illness or loss of employment of a divorced spouse and/or parent can have disastrous financial consequences for dependents who have been awarded earmarking orders. Serious consideration should be given to protecting term maintenance payments, or at the very least these issues discussed and offered to every client at risk.

For more information, or to arrange an appointment, call 01246 560570 or email info@bannerjoneswm.co.uk.

It is now just about 18 months since you took over as financial adviser to both myself and my wife. At our fist meeting I was very impressed at what you told me you could do and what returns might be achieved. I was particularly keen to hear not only how you would manage my funds but also that you would ensure our capital gains tax allowance would be utilised each year.

I thought if you achieved all you said you could you would be doing really well!

We have only recently had our annual meeting and financial report. You have exceeded what you said you would achieve. We were delighted to hear how our funds had been managed and the returns on capital achieved in so short a time and also in a period of such financial uncertainty.

Very well done. Keep it up.

You have two very satisfied clients.

 

 

Mr & Mrs H, Nottingham

I have now been engaged with Jill and her team for just on 3 years,. Jill and her team have provided me with positive sound boarding in relation to personal wealth planning, aiding me make use of ‘all opportunities’ to plan for my future and that of my family….. becoming a friend in the process also.

My wife and I wouldn’t hesitate to recommend Jill and her team to anyone, who may be considering their financial future…

Mr F

We’re really grateful for the work you did for us. 10 out of 10!

Mr & Mrs S, Bridlington

Cannot fault the service, efficient, prompt and cautious. Matters explained very well and clearly. Pleasantly surprised.

Mr & Mrs D, Mansfield

Service provided was excellent. All the staff were very helpful, considerate and professional. I would highly recommend to friends and family.

Mr W, Nottinghamshire

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