Any major life event can derail your financial plans. However, Divorce can be one of the most stressful and difficult events that you can go through. Detangling years or decades of joint finances can be challenging, and you generally just get one chance at getting it right. Not fully understanding the consequences of some of the decisions and compromises you make can have life-long implications. That’s where we can come in. Involving us early during the divorce process rather than waiting until after the settlement is agreed will help you make decisions and help you move forward to the next stage of your life confidently.
Financial Planning Through Divorce
What Our Clients Think
Four years ago I was planning on my retirement and what to do with my pension fund, daunting! That was when we first met Christian. He explained in great detail our options and how we could secure our financial situation for the future, its long term effects together with our own expectations. His advice was extra ordinary, as even through the current International Pandemic and Brexit, our funds have been invested extremely well. Further to this we took his advice to secure a Trust Fund fo...
Hywel & Babs
Vale of Glamorgan
Portland Wealth Management looks after three generations of our family’s wealth and has adopted secure and innovative approaches to successfully protect and grow our finances. Our dedicated financial adviser is a highly trusted professional, with whom have built a close working relationship. This allows him to manage our finances with our best interests at heart, especially in the provision of vital IHT mitigation solutions. His advice and guidance are always transparent, fair and sound, and...
Helen & Jan
Powys
