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Financial Protection for Families

There are certain times when life changing events happen. Some events can be good, but also on occasion, some can be quite distressing. Adroit Financial Planning understands the financial difficulties which you may be faced when these events occur and has the expertise to provide you with the best possible advice and assistance.

If you need any advice or assistance in respect of Financial Protection for Families please contact one of our independent financial planning experts.

  • Financial Planning for Births and Marriage
  • Financial Planning for Bereavement or Illness
  • Financial Planning for Divorcees
  • How can Adroit Financial Planning help?

Financial Planning for Births and Marriage

Births and marriage are certainly some of life’s most enjoyable occasions and it can often take a birth or a marriage to consider your future finances.

Investments for the future are often considered when thinking about your children’s financial future such as their education, wedding or if you want to provide assistance in the future to help them set up a home.

Our team of specialists can provide a full range of advice and assistance when it comes to financial investments and will ensure that we provide you with all the advice and assistance necessary to enable you to plan your family’s financial future.

Pension planning is something else that many people who have recently married or had children often consider, to ensure they are financially secure when they retire. We have an extensive amount of experience when it comes to pension planning and can provide you with all the necessary advice and assistance to ensure that you don’t need to worry about the financial future of your family.

Financial Planning for Bereavement or Illness

Most people have insurance on their car or their home, but many still don’t have insurance for the most valuable family asset; themselves.

Losing a loved one, for any family, can be both devastating and traumatic. However, if you were to consider the financial impact on the family, if anything were to happen to the breadwinner, you would soon realise the importance of putting adequate provision in place.

There are many types of insurance options available. Some will pay if you die, some if you can’t work and others will provide a lump sum in the event of a serious illness.

We’ll work with you to highlight the impact of such events on your family and can help you consider appropriate solutions from the entire marketplace to provide you with the cover that you need.

Financial Planning for Divorcees

Getting divorced can be a very distressing time for both the person getting divorced and their family. However, it’s important that you consider your financial security.

As pensions become a larger portion of a person’s assets, it’s become common for a pension credit (share) to be awarded on divorce. If you’ve been awarded a pension credit following a divorce, it’s important that you take professional advice to find the best way to deal with this valuable asset.

Also, if your pension has suffered from being subject to a sharing order, you’ll need to seek advice on how to rebuild the amount that’s been lost, to ensure that your pension will still give you sufficient income in retirement.

We have many years’ experience in dealing with pension credits and work hand in hand with our partner lawyers, helping our clients to deal with pension sharing in the most appropriate way.

In order to help you implement your share, we will:

  • Contact the existing pension provider to find out what options are available for the credit you have received
  • Consider any other pension benefits you have, to help you plan for the income you require from your pension in the future
  • Look at investments that will suit your individual circumstances and give your pension credit the best opportunity of providing your desired income
  • Handle all of the administration in dealing with the pension sharing credit, which will result in you having a completely independent pension (where appropriate) that has no links to your former spouse

How can Adroit Financial Planning help?

No matter what change has happened in your life, your financial future is extremely important. Having had an extensive amount of experience in individual financial planning, we understand what is needed to ensure its security.

We understand that no one person is the same and that each individual’s financial needs are different. That’s why we ensure that all the advice and assistance we provide is tailored to that individual and the best possible financial outcome is achieved.

Should you need any advice or assistance in respect of your and your family’s finances, please contact a member of our team.

Contact the Adroit Financial Experts

Should you require advice from one of our experts, please contact a member of our team on 0330 995 6838 or using the form below:

Contact Us

If you’d like more information about the services we can offer you or your clients, please contact us on 0330 995 6838 or email us at