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Family Lawyers

As a family lawyer, when you’re looking for an independent financial adviser to assist your clients with their finances on divorce or separation, you’ll be seeking a particular range of skills and abilities. We have in-depth experience of dealing with clients facing the challenges of divorce and separation, and by working in partnership with you can help your clients deal with the financial arrangements that have to be put in place to allow them to move forward with confidence to a new life.

We know from experience that divorce can be one of the most emotionally-challenging and financially complex times in a client’s life. The decisions made during this period will have far-reaching effects on them and their families for the rest of their lives.

We fully understand that a discrete, empathetic and sensitive approach is what is needed when providing clients with the independent professional advice they need. While you concentrate on the family and legal aspects of their separation and divorce, we can assist by assessing the client’s assets, modelling their financial position, and advising on the separation of their finances.

How our Lifetime Wealth Model helps clients

Using our Lifetime Wealth Model software, we input all available financial information and build up a detailed picture of the client’s wealth, giving them the clarity and understanding they need to deal with the division of their assets.

Experience shows us that clients value the comprehensive and factual nature of the information they receive from us. The analysis we undertake on their behalf means they are well-equipped to make the informed and objective decisions that have to be made at this difficult and emotional time.

Our cash flow modelling software helps build a full and real picture of what a settlement may deliver throughout the lifetime of each party, and helps answer crucial questions and can be used to develop ‘what if’ alternatives:

  • What can be allocated to property over income?
  • What income can be sustainably generated?
  • How long will capital last?
  • Can school fees be maintained?

Working with a Partners Wealth Management adviser

We offer clients access to a comprehensive range of services designed specifically to meet the needs of high net worth individuals.

We provide:

  • guidance in completing form E, where appropriate;
  • pre-settlement analysis of assets required to meet lifetime expenditure;
  • a clear, visual and factual financial plan;
  • review of pension schemes and recommendations;
  • advice on pension sharing orders;
  • independent investment management of settlements;
  • Tax Optimisation guidance; and
  • comprehensive pre and post settlement mortgage review.

Our aim is to work in partnership with you to deliver an outstanding service to your clients. We find that it’s often through the smallest initial question that our deepest relationships emerge. If you’d like to discuss how we could work together, or would like to set up an introductory meeting, then please do contact us.

For further information on how we can help you build and protect your wealth, please contact us.

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