Divorce & Finances
Choosing to work with a financial planner in the earliest stages of separation can remove some of the practical burden. Our advisors can start to look at possible scenarios, taking technical complexities into account and providing a holistic approach to planning that looks at a family’s circumstances. In many cases, this allows our clients to divorce more amicably and we believe this provides a better, and more financially secure future for our clients.
Services that our experts at BRI Wealth Management can offer include:
- A matrimonial assets review identifies the family assets and provides an informed basis for negotiation and division of assets.
- Scenario planning which uses our cash flow modelling tool to look at shorter and longer-term financial needs and how these can be met or if any gaps/shortfalls need addressing.
- Pension implementation work where there has been a pension-sharing order.
- Review protection arrangements following a separation.
BRI Wealth Management
We work closely with our clients during this unsettling time and in the longer term to ensure that their financial plan remains on track and that they can maintain their desired lifestyle.
