Rossmore Financial Services

Financial Advisor in Warwick, Warwickshire CV34 4NP

Get a quote Call 01926 494747

About the Business

Having worked for the NHS for much of his working life, our client had built up a pension fund. After becoming unemployed and subsequently divorced, he did not know he could access his pension fund, nor that the fund and its associated benefits would be returned to the pensions scheme, and not his 25 year old son, in the event of his death.

We were able to advise him upon these facts and get his affairs in order so that when he passed away, his son was able to receive the benefits rather than them simply reverting to the fund.