Kelly East Dipfa Cemap Email & Phone Number

Are you a family solicitor working with clients going through divorce❓Do you feel you could benefit from speaking to an award winning, dedicated, and professional financial adviser to talk through your clients Pension Sharing Order Actuary Reports, or Attachment orders❓Would you like to be able to point your clients in the direction of a friendly , empathetic individual who is willing to talk to them about their finances 7 days a week❓If this, is you, I can help.I am a multi award winning financial adviser who is an industry expert in Pension Sharing Orders.Why choose me and LUNA Financial Planning❓⭐️I have been awarded Top Rated Financial Adviser for the past 3 years based on over 100, 5 Star client reviews.⭐️I help all of your clients who are going through divorce as empathetically and efficiently as possible. ⭐️I offer all of your clients a free 1 hour counselling session with a certified practitioner if they would like to chat to someone completely independent and totally non-judgmental.⭐️I provide and guide clients through a comprehensive electronic budgeting calculator to help them understand what their income and expenditure will be in the future.⭐️For each new client I take on I buy them an ActionAid gift to be donated in their name. This could be anything from period packs to help girls in 3rd world countries, to a herd of goats that can produce milk and manure for women and children in a 3rd world country. ⭐️All of the Pension Actuary reports are read by me. I will then break this down in layman’s terms with your clients so they can understand what has been proposed.⭐️All Pension Sharing order fees are deducted from the pension credits so clients will not need to make a separate payment to pay for my services.⭐️I offer my services 7 days a week, and more than happy to be a sounding board to anyone who wants to go through their finances or fears any time of the day or night.⭐️Each client receives a comprehensive financial report with my recommendations which includes a full cashflow forecast so they can see when they do start to take an income from their pension (now or in the future), how long that income will be projected to last.⭐️I complete a full risk questionnaire with each client so that I can determine what funds will be most suitable for the pension credits to be invested in.What do you need to do next❓Please message me on LinkedIn or call me on 07957 555006 to arrange a chat.Read client reviews : https://www.vouchedfor.co.uk/financial-advisor-ifa/newport/031607-kelly-east

• Managing Director

  Luna Financial Planning Ltd

  Jun 2020 - Present - Newport, Wales, United Kingdom