Redundancy Counselling

Being faced with redundancy can be one of life’s most stressful events, often up there with divorce, moving house or bereavement. We can help you understand what is included in a redundancy settlement, the effect of income tax and your options moving forward. As part of the process we can also review the impact on your wider finances and help you plan how to use your lump sum effectively, based on your circumstances and requirements.

We have acted for large employers providing redundancy advice and counselling for individuals receiving lump sum payments. We can advise on making pension contributions from settlements, aiming to maximise wealth whilst minimising tax. We can also consider whether there are any other areas of planning you require advice on – for instance investment of a lump sum or replacing policies such as life cover, critical illness cover or income protection, which may have previously been provided by your employer.

Specialist Advice

Pensions on Divorce

Trust & Trustee Advice

Power of Attorney and Court of Protection

Advice Team

Phil Boon

Phil Boon

Director and Independent Financial Adviser
Graham Hume

Graham Hume

Director & Independent Financial Adviser
Stephen Sale

Stephen Sale

Director & Independent Financial Adviser
Michelle Murphy

Michelle Murphy

Independent Financial Adviser
Adam Whittingham

Adam Whittingham

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Please feel free to contact us if you would like to enquire further