Helping you to help your clients
At MacIntosh James & Partners we appreciate and empathise with the problems that you face when dealing with your clients at such an emotional time in their lives. That's why we employ a highly qualified team of professionals to help you provide accurate independent advice in an easy to understand manner.
Specifically we can help you with the following issues:-
Pensions and divorce
- Assessment and reporting on the pension issues relating to divorce proceedings
- Providing advice on offsetting, earmarking and pension sharing
- Matrimonial work for petitioner and respondents on both single and joint instructions
- Recommendation of suitable structures and funds following a pension sharing order
Financial protection
- Insuring ongoing and term maintenance payments against illness, critical illness and death. As a totally independent firm we have access to the whole of the market and all recommendations will have been thoroughly researched and will have passed our rigorous selection process.
Asset management
- Capitalised maintenance settlements - constructing a tailored investment portfolio to generate a specified level of income within a client's tolerance to risk.
- Asset review - providing advice on the merits of keeping, transferring or selling existing assets such as endowments, insurance policies and other investments
The above areas are only a small selection of the issues that we can help you with. Please feel free to contact us to discuss any other financial area where we may be able to assist.
MacIntosh James & Partners are committed to helping you enhance your relationship with your clients.