Oculus Wealth Management (Wombourne) Ltd / Southdown Consultants Ltd
Chartered Financial Planner / PODE
- Resolution accredited specialist
- Offers free advice
I am a Resolution Accredited Financial Adviser, Chartered Financial Planner and Pensions on Divorce Expert (PODE).
I have been assisting lawyers, mediators and there clients within the separation / divorce process for over 20 years. Pension arrangements, investments and debts are complicated anyway, when considered as part of a divorce or separation they are even more so, thus clear information and guidance is essential.
I provide advice directly to private clients and also produce reports for the courts when required, the focus of these is also to be concise and clear in the assessment and conclusions.
I am co-chair of the Collaborative Working Party and am passionate that clients find the most appropriate method (for them) of resolving disputes.
I offer a free initial consultation to ensure that the work I am asked to do is of benefit to everyone concerned.