When life changes, money questions multiply.
Divorce. Career transitions. Retirement decisions. Complex NHS pensions.
Suddenly you’re being asked to make decisions which you know will reduce your wealth, whilst not knowing how it affects your future.
This service is designed to help guide you through this process so that you can make better informed decisions.
What is Financial Coaching?
Financial coaching is not regulated financial advice. your financial information - including pension sharing orders.
The role of the financial coach, is to provide generic help in gathering and understanding
This service can include helping you to generate financial settlement options and cash flow modelling of those options, which can help you to rebuild your life, wealth and pension post divorce.
What we don’t do
- We don’t provide legal advice
- We don’t tell you what settlement to accept
- We don't provide actuarial reports - but we can help guide your solicitor when drafting the letters of instruction, whilst helping you
understand the options in the report, how it affects your pension and your overall retirement plan.
We don’t recommend financial products within coaching - If you need specific regulated advice, we can refer you into our IFA service -
or if its not appropriate we can help you find a suitable adviser elsewhere.
*payment plans are available

"Seven Medical" is a trading style of Seven Stars Private Wealth Limited which is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Seven Stars Private Wealth Limited is entered on the FCA register (www.FCA.org.uk) under no. 1004978. Registered office: Kensington House, Bishop Auckland, DL14 6HX. Telephone number 01388 605785. Registered in England and Wales Number: 09788039. Please note that Seven Medical provides unregulated pension guidance and financial coaching for members of the NHS pension scheme and operates outside of the remit of the FCA. 2Plan wealth management Ltd is a wholly owned subsidiary of 2plan Group Ltd. 2Plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered onto the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270. © Copyright 2023 Seven Stars Private Wealth Limited. All rights reserved.

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