A week in the life of a Financial Planner and Financial Neutral

The Smart Divorce Podcast

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Steven Hennessy began his career in financial advice in 1998. He has extensive experience advising individuals and families on all aspects of personal wealth, including pensions, investments, financial lifestyle planning, portfolio construction, retirement strategies, and estate planning.

He is one of a small minority of financial advisers in the UK to have achieved both Chartered Financial Planner status, and Certified Financial Plannercm status.

He is a Resolution Accredited Specialist Financial Adviser, abiding by the Resolution Code of Practice for families going through divorce, and assesses the knowledge and competence of other financial advisers who work in this field.
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Tamsin Caine
Tamsin is a Chartered Financial Planner with over 20 years experience. She works with couples and individuals who are at the end of a relationship and want agree how to divide their assets FAIRLY without a fight.

You can contact Tamsin at [e-mail] or arrange a free initial meeting using https://bit.ly/SmDiv15min. She is also part of the team running Facebook group Separation, Divorce and Dissolution UK

Tamsin Caine MSc., FPFS
Chartered Financial Planner
Smart Divorce Ltd
https://smartdivorce.co.uk

P.S. I am the co-author of “My Divorce Handbook – It’s What You Do Next That Counts”, written by divorce specialists and lawyers writing about their area of expertise to help walk you through the divorce process. You can buy it here https://yourdivorcehandbook.co.uk/buy-the-book/

To learn more about our podcast sponsor Ampla Finance – access their product guide here: https://bit.ly/3Ieqmuc
Or complete enquiry form https://bit.ly/3W4J7pz and one of the team will be in touch.

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Chapters

1. A week in the life of a Financial Planner and Financial Neutral (00:00:00)

2. Professional Insights Into Divorce Financial Planning (00:00:54)

3. Working With a Financial Advisor (00:12:01)

4. Financial Planning and Client Education (00:25:12)

5. Personal Budgeting and Financial Planning (00:31:09)

6. Navigating Financial Settlements in Divorce (00:37:26)