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My name is David Yates. I am an Independent Financial Adviser specialising in Investment and Retirement planning, including the implementation of Pension Sharing Orders.
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I work for a small firm of Financial Advisers called HQN Financial Management based in Nottingham, and we specialise in providing quality financial advice for private clients.
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One of my main areas of speciality is helping people in receipt of a Pension Sharing Orders, to set up their own pension arrangements following divorce proceedings. Whilst I am based in Derbyshire and work with clients all over the UK.
In most Pension Sharing Order cases, recipients need to find a new home for the percentage of pension funds they have been allocated as part of their divorce settlement. I guide my clients through this process and advise them on the most suitable pension provider and investment funds for their needs.
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After helping you set up you're new pension we then review this each year to make sure everything remains on track. for, and during your retirement.
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As a fully qualified Independent Financial Adviser, I am regulated by the Financial Conduct Authority and consistently uphold the highest standards of advice, client care, and integrity.
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If you would like to speak with me to discuss your situation, please feel free to call or email, and I’ll be happy to answer any questions you have about implementing your Pension Sharing Order.
