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Safeguarding your Financial Goals During Separation or Divorce

Gresham Wealth

Going through separation or divorce is undoubtedly one of the most challenging and emotionally draining experiences in life. Amidst the emotional turmoil, it is crucial to address the financial implications of such a significant life event.

Here, we will discuss the importance of seeking professional financial advice during this transitional period and how doing so can help you safeguard your short and long-term financial goals, ensuring financial security as you move forward to the next stage of your life.

Separating from a partner or getting divorced can have a profound effect on your financial position. It often involves the division of assets, the reassessment of financial responsibilities, and the need to establish a new individual financial plan. It is essential to recognise the potential challenges and be proactive in managing your finances to mitigate any adverse consequences.

Engaging the services of a financial adviser during this period can provide invaluable support and guidance. Here are some key benefits of seeking professional advice:

Objective Assessment: A financial adviser can provide an unbiased perspective on your financial situation, helping you evaluate your assets, liabilities, and cash flow. Their expertise allows them to identify potential pitfalls and develop a comprehensive plan tailored to your specific needs.

Goal Setting: Establishing clear short and long-term financial goals is crucial for regaining control over your finances after separation or divorce. A financial adviser can help you define realistic objectives and create a roadmap to achieve them. This includes budgeting and investment strategies aligned with your goals.

Asset Division: Determining a fair distribution of assets can be complex and emotionally charged. A financial adviser can assist you and your legal team in assessing the value of investments and pensions, ensuring an equitable division, while considering tax implications and long-term financial sustainability. This will assist towards achieving a fair financial settlement that both parties can agree to.

Legal and Tax Considerations: Collaborating with a financial adviser who works alongside legal and tax professionals can ensure that your financial decisions optimise tax implications. This holistic approach helps safeguard your financial interests and minimises potential financial setbacks.

Emotional Support: Dealing with the financial aspects of separation or divorce can be overwhelming. A financial adviser can provide emotional support and act as a trusted confidant during this challenging period, guiding you towards financial stability and independence.

The process of splitting from a partner or getting divorced can be stressful but being in control of your finances can provide stability and peace of mind. By proactively managing your finances, you can emerge from separation or divorce stronger and on track towards a financially prosperous future. For further advice from one of our Chartered Financial Advisers, please get in touch.


I am only in this position because of you. One of the best decisions I have ever taken going with GWM.

With great thanks for all your reassuring attention over the last year. It means more to me than I can express in a few words.

I just want to thank you and your team so very much for all you do for me throughout the year. It is a real comfort to know that my investments are in such capable hands. I literally couldn’t do it on my own.

We are both very grateful for the time you spent with us in explaining various options. We certainly feel we now both have a much better understanding of our situation & the decisions which we need to consider moving forward.

Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.

We feel we can phone at any time during office hours if we need anything clarifying. Our financial adviser knows our personal circumstances and is in tune with our goals and lifestyle. His advice has been and continues to be excellent.

You’ve solved that dilemma for me… Thank you for being so clear and honest as always.

A very personalised service… All advice is tailored to my needs with great consideration to issues I may not have thought of myself. I feel confident about my future finances.

Thank you so much again for your time and brilliant advice.

Just a big thank you for all you have done for our family. We do appreciate it.