Bespoke financial planning
Whenever you go through a significant period of change in your life, it can be a good idea to reassess your financial situation. Divorce is undoubtedly one of those moments. You may want to look at everything in detail and update your plan accordingly.
Whether you or your spouse took a leading role in the management of the finances, you might benefit from some guidance. We have worked with divorced or divorcing clients for decades and understand the pressures very well. Our experience and expertise in this area could help you make sure that you've considered what you need to.
Understanding your situation
Creating a financial plan that works for you involves various factors, some relating to your own circumstances and some to external issues you can’t control. Your plan should begin with a comprehensive review of your essential outgoings and commitments. We’ll make sure your plan is built around your goals and aspirations.
We can also review your existing investments. We’ll make sure they meet your requirements and are in line with your capacity and attitude towards taking risk.
We will take the time to get to know you and understand your situation. And we'll combine what we learn with everything we know about the financial landscape.
Empowering you to make choices - cashflow forecasting
Our planning software paints a picture of your finances over time. This enables you to change aspects of your plan to see how different decisions could affect your financial outcomes. The aim is to build a secure financial future and consider specific life events. These may involve larger expenditures, such as once-in-a-lifetime holidays or leaving a legacy for the next generation.
Capital at risk. The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.