Beaufort Financial Three Counties 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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Jason provides an excellent service‚ he has an in-depth knowledge of his field, is proactive and looks after his clients with a healthy dollop of humour and good grace. I have no hesitation in recommending him.Gareth Parry, Hopson Solicitors, Cheltenham
I have been advised by Jason Bolton for many years on investments and pensions and throughout that time I have found his advice reliable, sensible and professional. He offers a service which I have no hesitation in recommending and I look forward to working with him in the future.Mike Cartwright
Jason has been my financial adviser for the past eight years. At that time I had just been through a divorce and needed to ensure that the pension and savings I had would be sufficient for my lifestyle and expectations. He has helped me to invest and plan my future spending with minimum effort and fuss. I have really appreciated his help and advice and I have complete trust in him. My portfolio has grown consistently and Jason has always been reliable and efficient. Susie Bishop
As CEO of several companies I have always placed great importance on getting professional, and solid advice, especially when it comes to choosing a financial adviser. Making the correct decision about the individual or company you choose can be a daunting prospect. Making sure the person who is advising you has the required expertise and a good breadth of knowledge is paramount. My relationship with Jason has been long lasting, and I cannot speak highly enough of his qualities; his veracity and professionalism are beyond reproach. His expertise and knowledge of the financial sector is vast, and Jason's ability to understand an individual's requirements is uncanny. He is a wonderful listener and grasps the situation quickly, and the appropriate advice follows with clarity, and without procrastination. I have no hesitation in recommending Jason to both small and large companies, and to the individual.Allan Gardner, Hounslow, Middlesex