Karen McGrath is a Chartered Financial Planner with Skerritt Consultants. She is also a Pension Transfer Specialist, and her main area of expertise is in pensions. She has been a financial adviser for 12 years and has a wealth of experience in advising on all aspects of pensions and retirement planning.
Pensions can often be the largest assets a couple have, and yet their value and importance in divorce is easily overlooked. Decades of changing pension legislation has, perhaps understandably, left many people confused and unsure about their pensions. Karen can help you understand what the pensions are, identify special features and help check the validity of valuations. In particular she can guide you through the options for sharing the pensions as part of the divorce settlement and help work out what’s right for you.
If you have been awarded a pension credit, Karen will be able to recommend a new pension and investments that suits you and your circumstances. Her approach is to look at what’s right for you, based on your aims and aspirations.
Karen can also help with investment advice and recommend life insurance protection where appropriate. She is an affiliate member of Resolution and abides by the Resolution Code of Practice.
Away from the office she enjoys dinghy sailing and also competes in triathlons.
Tel: 01273 204999