Having worked for the NHS for much of his working life, our client had built up a pension fund. After becoming unemployed and subsequently divorced, he did not know he could access his pension fund, nor that the fund and its associated benefits would be returned to the pensions scheme, and not his 25 year old son, in the event of his death.
We were able to advise him upon these facts and get his affairs in order so that when he passed away, his son was able to receive the benefits rather than them simply reverting to the fund.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - 20 Coten End, Warwick, CV34 4NP
01926 494747
Business Name
Rossmore Financial Services
Services Offered
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