Beaufort Financial Birmingham is an independent Financial Adviser that offers sophisticated and transparent financial advice to individual clients and private companies.
Finding an equitable way to share the matrimonial assets during divorce can be one of the hardest parts of the divorce process. Ensuring both parties are able to fulfil their short-term and long-term financial objectives can prove a difficult balancing job between sharing liquid assets and income now, and pension assets built for the future.
Beaufort Financial has considerable experience and knowledge of the divorce process and its technical complexities, to be able to provide a holistic advice and planning service to you and your solicitor.
- We can build a plan which details various settlement options, so you can see how your financial future will look post-divorce.
- We can provide guidance on how the pension assets should be divided to gain an equitable settlement.
- Where an external share has been agreed by both parties, we can advise the receiving spouse on where and how the new pension should be held and invested.
- We will provide clear recommendations on the type of plan to hold the pension credit and, where appropriate, the investment funds would be best kept, to help you achieve your financial goals.
- We will help you with the implementation of the pension sharing order to ensure that all regulatory requirements are met, and the pension credit is set up exactly as the receiving party wishes.
We offer a free no-obligation initial consultation to discuss your financial needs.
Videos
Pensions on divorce guide
The value of your pensions are likely to be one the biggest assets that need to be taken account in your financial settlement.
Sign up to our newsletter
Read our monthly newsletter full of useful financial tips and advice.
Paul is very knowledgeable and uses his experience to convey a strategy in easily-understood terms. He enhances his recommendations/knowledge with judicious use of cashflow and lifestyle planning software. He has access to the proven Beaufort Financial fund management model and offers a reliable and prompt investment review service. He's approachable and friendly and avoids the use of jargon‚ all in all, he comes highly recommended.David, West Midlands
I have been dealing with Paul for many years and always found him to be very professional, trustworthy and approachable. He is an understanding listener who has always given me sound advice. I appreciate the way he explains the various options available to me. I am extremely pleased and grateful with the outcome from the investments he has made on my behalf.Barbara, Birmingham
Paul has assisted me enormously with my pension arrangements, particularly over the past 12 months when I have needed quite specific advice and work carried out. I am always made to feel his most important client (even though I certainly am not!); speed and efficiency with a great attention to detail: a great combination in a Financial Adviser.Paul, Cheshire