​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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One of the areas I specialise in is helping people with a Pension Sharing Order to set up their own pension arrangements following divorce proceedings. Pensions can be a complex area and it's important to make sure you receive the right advice based on your circumstances. This will include the best way to draw your pension either now or in the future, and also drawing it in the most tax efficient way possible.

 

In most 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 pension funds for their needs.

 

I will deal with everything from start to finish including full advice and recommendation and also completing the paperwork required to get your new pension set up.​ Once your new pension is in place we review this together each year to make sure everything remains on track.

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As an experienced, 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.