Going through a divorce or separation can be a difficult and lonely time.

You’re probably looking for reassurance. Your financial situation may have previously been taken care of by your partner; even if it wasn’t, assessing settlements and making big decisions alone can be a daunting prospect. We are here to help.

We take a holistic view of your finances, handling everything from the assessment of pension sharing orders to your family home and mortgage. If there are children involved in your separation, they will, of course, be your priority; we will ensure their wellbeing is a major part of your financial plan.

We are Independent Financial Planners with years of experience working empathetically with people who are divorcing or separating. We will review your financial situation, show you what the future might look like and, ultimately, recommend the changes you should make to secure the new life you deserve.

Here’s how we work:

1. Discovery Meeting

This meeting is an opportunity for you to meet us and allow you to decide if we are the right people to work with you. At the meeting, we will take the time to understand where you are today, what you want the rest of your life to look like and what concerns you have financially. We will explain how we will work with you and how we charge for helping you. We will provide you with a Confidential Financial Questionnaire so we can fully understand your current position.

2. Planning Meeting

At the planning meeting, we will work together to build a plan to enable you to achieve the future lifestyle that you want and remove any concerns that you may have. Following the meeting, we will provide you with your Lifestyle Wealth Plan which will cover our advice and recommendations.

3. Implementation Meeting

Prior to the meeting, we will contact you and ask which areas of the plan you are happy to implement and which areas you want to discuss further. At the meeting, we will discuss any areas you want further clarification on before we implement your plan. We will complete all the paperwork with you then manage the application process, keeping you informed of progress.

4. Ongoing Service

As we all know, life is changeable; your financial plan must be able to adapt to any bumps in the road. Because of this, we offer an Ongoing Service to ensure everything stays on track. Our Ongoing Service includes an annual planning meeting, as well as unlimited communication and face-to-face access to our Financial Planner, James.

Get in touch

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