For family lawyers
Family lawyers
The invaluable role of a financial adviser
We often find that divorce and family lawyers don’t refer their clients to us early enough in the process. That’s why we’re keen to highlight the benefits of involving ourselves sooner.
Having a financial adviser’s input can be invaluable when navigating options and reaching agreements on asset division during a separation. We can add a great deal to meetings with clients as we will answer any financial questions they have and use our extensive experience to steer negotiations to a sensible solution.
Due to redundancy, divorce and other life events, I wanted a financial adviser who was local and truly independent. Gavin did a deep dive into my current financial situation and understood my short-, medium- and longer-term financial goals and requirements.
Family lawyers
Why partner with us?
One of the key aspects that sets us apart is our expertise in providing independent advice to people who have found themselves alone through bereavement or relationship breakdown, including those who are going through a divorce or separation.
We work with clients facing these circumstances every day, so we know how to act with care and compassion. Their emotions and wellbeing always come first.
Financial advice can span many areas, but in particular, we can provide advice on pensions, investments and other assets, tax advice and family trusts.
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