Today is Monday 06.02.2012
Bradshaw Dixon Moore Limited
PO Box 2000, Littlehampton. BN16 9BP
Telephone:0845 838 2551 or 0845 130 5708
 
Can a financial advisor help me? PDF Print E-mail

In most cases yes.  It is always good to have an expert to talk to, who can explain all the opportunities and technicalities.

A financial advisor can help you with an immediate financial issues.  You might for instance need to set up a 2nd home, or an individual bank account.

A financial advisor could also help you review your long-term financial aspirations.  This could help you with your new life plan, and shape the structure of your financial settlement.  The advisor could help you implement the settlement: setting up new pension arrangements as necessary, or generating income from any assets you receive.

Financial advisors are not actuaries and will usually ask actuaries, such as Bradshaw, Dixon and Moore, if reports on pension values for offsetting or rates for pension sharing orders are needed.

Pension Guide for Clients                                      
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