Going through a divorce can be a stressful and life-changing transition. 

From your home to your job to your family’s wellbeing, it’s the important parts of life that divorce affects; the parts that truly mean something to us. These aspects often have financial implications surrounding them, from mortgages to savings to pension arrangements. We will ensure you get a fair settlement, enabling you to live the rest of your life with financial confidence.

You may well be a parent, and your children will therefore be your priority. Providing for them, whether that be through school fees or help with house deposits, will always be high on your agenda. We will make sure your financial plan takes a holistic view of family life and contains strategies for achieving everything you always wanted for yourself and your children.

We follow a four-stage process to ensure you’re on the right track to achieve your most deeply-felt goals and aspirations.

Understanding your situation

The first step in your journey is an initial conversation and a subsequent meeting that will enable us to fully understand your situation and get to know you better. We will gather details on your personal and financial circumstances, taking into account your existing assets and resources. From there, we’ll discuss your goals and aspirations, as well as your attitude to risk.

Analysis and design of your financial plan

After we have gathered all the necessary details from you, we’ll turn our attention to analysing the information. Once we have completed our analysis, we’ll design your bespoke plan. As part of this, we’ll take into account your tax situation, making sure your assets are placed in the best tax treatments allowed in the UK.

Analysis and design of your financial plan

After we have gathered all the necessary details from you, we’ll turn our attention to analysing the information. Once we have completed our analysis, we’ll design your bespoke plan. As part of this, we’ll take into account your tax situation, making sure your assets are placed in the best tax treatments allowed in the UK.

Presentation of your plan

We always present our recommendations, in person, in a simple and straightforward way. You will also get a written explanation of all our recommendations in language that’s designed to be understood. These recommendations can be provided to you by email or hard copy, whichever format you prefer.

What our clients say

Contact us

If you want to learn more about our services or arrange an initial meeting, we’d love to hear from you. Fill in the below form and we’ll be in touch.

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Find us

Our offices are located in Melbury House, 34 Southborough Rd, Bromley, Kent, BR1 2EB.

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