Divorce is traumatic enough but dealing with all of the finances was very daunting, especially as I’d never organised the money side of things before. My lawyer secured part of my husband’s pension to be transferred to me and it was clear that I needed help sorting everything out.
I was nervous about talking with a financial adviser about my personal situation, but Jane quickly put me at ease. I told her my thoughts on how I wanted to use my settlement to buy a home and invest the pension-share but was uncertain on what to do with anything that might be left. She advised on a new pension to accept the transfer and then, after I’d purchased my home, advised on investing the balance.
After reviewing the pros and cons of how it might affect my overall finances, I was also able to purchase a small flat to let out which gave me an additional source of income.
That was all a few years ago now, and my investments have grown, which is very satisfying! I’d been thinking about whether giving up work would be viable, and Jane demonstrated that it was. I recently bought a new home, which is a development project, and Jane’s helped me to set up a regular income that’s tax efficient to replace my income from work.
I couldn’t have imagined a few years ago feeling as much in control as I do now. I have a full and positive future ahead of me and can now spend as much time as I like walking with my dog and seeing my young grandchildren and my daughters.
“I couldn’t have imagined a few years ago feeling as much in control as I do now. I have a full and positive future ahead of me.”