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

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Pensions on Divorce

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Trust & Trustee Advice

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Power of Attorney and Court of Protection

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Advice Team

Phil Boon

Phil Boon

Director & 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
Vig Gunasegaran

Vig Gunasegaran

Independent Financial Adviser
Adam Whittingham

Adam Whittingham

Senior Paraplanner
Cameron Boon

Cameron Boon

Paraplanner

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

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Beechwood Financial Services
Gate House
Fretherne Road
Welwyn Garden City
Hertfordshire
AL8 6NS

Tel: 01707 336539
Email: info@beechwoodfs.co.uk

Authorised & Regulated by the Financial Conduct Authority. Beechwood Financial Services Ltd Registered in England and Wales Company No.09413892.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

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