Beaufort Financial Reading 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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After 45 years of working, worrying, scrimping and saving, I can give up work and never work again. I can't stop thinking about that. It seems like the day of reckoning has arrived!S, Goddard. Basingstoke
Sam has been so efficient in handling my requests for income and always ensures that I have everything I need and most importantly when I need it. This gives such reassurance that I am in safe hands and that my financial needs will be met. Thank you to Sam, Amanda and Amy for looking after me so well.C, Delahov
We have been with Beaufort Financial Reading since their inception and are very happy with them. They have managed our investments with excellent results yet the team remains friendly, professional and accessible. We are in very good hands.L & P Squire
Tony has been my financial adviser for well over a year. During that time he has tailored his services to my and my wife's personal needs as we near the end of our working lives. He has given us sound advice on Inheritance Tax, this was unprompted and came as a result of his research into our financial resources. When making additional investments, Tony always undertakes research and offers a selection of funds which can fulfil our current financial goals. His manner is always courteous and respectful and he listens carefully as one outlines their financial objectives. R, Steward
Very helpful and informative as always. Andy's insight into the financial and political world and how that affects my investments was interesting to hear. The meeting was well paced and un-rushed and gave me confidence in both Andy and Beaufort Financial Reading.P, Williams
I know you are aware of my love of organisation and how sometimes I can be quite demanding, but I wanted to say that both Sara and I have been very impressed with how Julie-Marie has not only implemented your strategy but how she has responded to our needs in a prompt, efficient and professional manner. She is a great part of the team!P, Barcham
Beaufort Financial and Tony Gardiner were recommended to us by our Accountant in order to provide Investment and other financial advice in late 2019. To date, we have been very pleased with the professionalism, dedication and quality of advice provided by Tony and the Beaufort team. K & J, Fox. Surrey