How we help

People going through divorce


We understand that going through a divorce can be a traumatic time. Even when the relationship remains amicable, it can be upsetting when it comes to dealing with the financial aspects of a divorce.

For women especially, their income is often lower due to caring responsibilities. Very often, the husband tends to deal with investments, such as pensions. So it can be harder for the divorcing wife to achieve a split of assets which reflects what they’ve put into the marriage and sacrificed for their family.

We provide expert advice and sympathetic, dedicated support at the time when you need it the most. We work with a number of solicitors to ensure that you receive a fair proportion of the assets. This often involves cashflow planning to identify what your income needs to be to support yourself and your family.

We also undertake Pension Sharing reports to ensure that any pensions built up over the years are shared fairly.

What we’ll do

  • Firstly, we’ll spend plenty of time getting to know you and your situation. We’ll identify what you want to achieve, both now and in the future.
  • Then we’ll put together a cashflow plan, looking at your personal income and expenditure and considering the income that you’ll need now and, in the future, to support your family. We’ll work with your solicitors to ensure a fair split of assets.
  • Once we know how your assets will be split, we’ll develop a financial plan which is completely focused on your life story and how you want it to unfold.
  • If you’re happy with our recommendations, we’ll implement your plan. We’ll set-up all of the financial products you’ll need to achieve your life goals; these may include life insurance, pensions, trusts, ISAs and other types of investments. We also have access to mortgage experts if you need a mortgage for a new home, or to re-mortgage your current one.
  • We’ll continue to work with you, monitoring your financial plan and ensuring that you stay on track. Of course, life happens, so where necessary, we’ll adapt your plan to make sure that it continues to work for you.


Client story

Bea, Carole and Julie

Find out how we’ve helped Bea, Carole and Julie to achieve their life goals.

Learn more

“Expect the best. Prepare for the worst. Capitalize on what comes.”

Zig Ziglar

Fancy a chat?

We’d love to hear your story and find out what you want the next chapter to be.