Our first priority is to fully understand a client’s financial circumstances and objectives following a divorce.

Clients can expect to manage new assets, such as their former spouse’s pension or investments, and so by having a clear picture of all finances, we help by interpreting what these assets mean for the client and how to best position them for the client’s future.

Often it’s a case of determining how much cash will be left in the current account after all expenses are met and whether there’s a shortfall. If there is a shortfall, it’s our duty to help bridge that gap which we do by identifying where a client can find more cash. We use cashflow modelling as a visual way to identify shortfalls and plan for the future.

You can listen to Louis’ experience of advising clients who have been through a separation or divorce. This was a recording made for the Family Law Cafe’s podcast.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.