Chartered Wealth Manager
The Chatwin Building, 81 Colmore Row, Birmingham
- Offers free advice
I am a Chartered Wealth Manager, with a family law specialism, working with family lawyers and their clients to provide bespoke investment advice both during and at the end of relationship breakdown. I am accredited via the Brewin Dolphin Family Law Accreditation scheme and can provide guidance on specific investments and their liquidity, risk etc. and work with colleagues to provide help with bespoke cash flow modelling work and pensions guidance regarding CEVs. We implement Pension Sharing Orders on behalf of clients and look to put a long term financial plan in place for individuals to help them move onto a stronger financial footing following the completion of their divorce/ civil partnership breakdown.