Finances

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Stephanie Beddis (Bristol)

Financial Planner
 
About Stephanie
Divorce and separation are one of the most stressful and emotionally difficult life events you may experience and support is crucial during this time.
 
For most people sorting out the financial side of a divorce can be confusing. This is why it is important to engage with a trusted professional to help you make the right financial decisions.
 
With preparation and financial planning during and after divorce, you can protect your financial interests and take charge of your future financial well-being.
 
I offer a bespoke financial planning service that is unique for each client. Please get in touch for a no obligation consultation. It could be the first step to achieving your financial independence.
 
Testimonials
“Stephanie's pension advice following divorce literally positively changed the whole retirement landscape that lay ahead. She explained everything in terms that were understandable and I cannot thank her enough. Since then she has also taken care of my investment needs. She is a true professional, someone who I trust to look after my financial wellbeing and very personable. I would not hesitate in recommending Stephanie as she is exceptional.”
 
Areas I can help you with
  • Creating a financial plan that is bespoke for you, accessing your needs and priorities.
  • Your former spouse maybe entitled to part of your pension; or the opposite. Understanding how the division could affect your retirement, then making suitable changes if necessary.
  • Investing pension funds appropriately following a Pension Sharing Order.
  • Securing a mortgage to re-mortgage or to purchase a new property.
  • Ensuring the appropriate family protection cover is in place to protect you and your loved ones.
 
Prices
  • Depends on recommendation, usually a percentage. Full disclosure will be confirmed before any decisions are made.
 
Special Offer
  • All meetings are complimentary, there is no cost to a client.

 

Contact Details

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