Beaufort Financial
Associate
Chartered Financial Planner & PODE
Suite 46, Hilton Hall, Hilton Lane, Essington
WV11 2BQ,
United Kingdom
01902 863494
- Resolution accredited specialist
- Offers free advice
I am a Chartered Financial Planner, Resolution Accredited IFA and Pensions on Divorce Expert (PODE) and have been working in the field of financial planning on divorce since 2007.
I am a member of several collaborative law groups and have experience of working within this process, as well as in mediated and lawyer negotiated settlements.
In addition to my financial planning role at Beaufort Financial, I am a director at Southdown Consultants, where our focus is expert witness pension reports for divorce.
With 30 years of experience in financial services and financial planning, I am a strong advocate of delivering advice and planning in a way that clients find it easy to understand.
I work regularly with other professionals, both accountants and solicitors and have been nominated and shortlisted for Wolverhampton Law Society Professional of the Year in both 2018 & 2019.