What is Financial Advice

During the course of verifying the financial reality and what the options for the future may look like, specialist financial advice may be needed in various areas.

Some advice may be sought as a joint instruction with your partner to use in the process or advice may be individually sourced with your collaborative lawyer to help you formulate and consider financial options in addition to understanding the current financial situation.

We may call upon a range of experts:

Pension Experts or Actuaries for valuation of pensions and recommendations on pension sharing, pension attachment and offsetting.

Chartered Surveyors for valuation of Property.

Financial Advisors for valuation of assets, tax and investment advice.

Accountants for valuation of assets such as companies, partnerships, sole traders, trusts, tax and financial advice.