When life changes, money questions multiply.

Divorce. Career transitions. Retirement decisions. Complex NHS pensions.

Suddenly you’re being asked to make decisions which you know will reduce your wealth, whilst not knowing how it affects your future.

This service is designed to help guide you through this process so that you can make better informed decisions.

Coaching you through Divorce

What is Financial Coaching?

Financial coaching is not regulated financial advice. The role of the financial coach, is to provide generic help in gathering and understanding

your financial information - including pension sharing orders.

This service can include helping you to generate financial settlement options and cash flow modelling of those options, which can help you to

rebuild your life, wealth and pension post divorce.

We don’t provide legal advice

We don’t tell you what settlement to accept

We don’t provide actuarial reports - but we can help guide your solicitor when drafting the letters of instruction, whilst helping you

understand the options in the report, how it affects your pension and your overall retirement plan.

We don’t recommend financial products within coaching - If you need specific regulated advice, we can refer you into our IFA service -

or if its not appropriate we can help you find a suitable adviser elsewhere.