Beaufort Financial Fareham 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.
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From a business point of view I always feel that you have thought through all the options and thoroughly considered the alternatives before you present them to the client. You give the impression that you have looked at the big picture and put the particular need of your client in context. You understand the overview but always are concerned about attention to detail. You are confident, articulate and apply reasoned, intelligent arguments to explain your case or position.Mrs L, Southampton
We found the presentation very informative and helpful and with the slides of the capital charts you have now provided I feel we can look to the future with some confidence and certainty. Please convey our appreciation to Jon for taking the time to explain how our future might look based on the information we have provided. As you say there are many variables in financial planning but at least we now have a good starting point and a basis for future reviews as and when they become necessary. We like the team approach you adopt for advising clients and your willingness to provide options for consideration at all times. We look forward to a long and successful relationship with you all.Mrs & Mrs H, Wallingford
We have used Jon's financial expertise since selling our business in 2002. Undoubtedly, this has alleviated anxieties regarding taxation, inland revenue notifications and answers to any problematical questions that may have arisen. The cash flow forecasting he does is a reassuring tool ensuring funds for a smooth retirement. The team Jon has grown and evolved around Jon since we have known him and this has only enhanced the business to ensure a seamless client experience. Mrs S, Hampshire
You have the ability to approach everything with confidence, energy & in a very professional manner, being thorough and attention to detail is a strength that is very important to you. You hold trusting relationships with your clients & ensure they receive the best possible service at all times. Mrs K, Fareham