Divorce can be an extremely stressful process and the decisions made can have major, long term financial consequences. Accordingly, it is crucial that specialist financial advice is sought to ensure accurate information is obtained and appropriate decisions made with regard to the distribution of marital assets.

Whatever the reason for the split, you will probably be faced with all sorts of questions, such as:

  • Where will I live and what can I afford?
  • How much money will I need to live?
  • How do we agree the split of our assets?
  • How do I manage my financial assets that I will be given?

Holden & Partners will work with you in answering those concerns and provide a critical role in the divorce process. We can work in conjunction with your solicitor in negotiating an equitable financial settlement and avoid costly mistakes that could have repercussions for many years into the future.

The legal formality of getting divorced is a relatively straightforward process. What is less straightforward is sorting out the practical issues in splitting the financial assets to meet both the short term and long term goals of both parties involved.

Our divorce service can include:

  • Helping you complete the Form E (which sets out your financial details). We can help obtain current information relating to pension plans, investments and savings in a timely and cost-effective manner.
  • Upon the exchange of the Form E, check for errors or inconsistencies such as inaccurate pension values (cash equivalent transfer values) or missing information.
  • We can help identify and explain the various options in dealing with pension benefits.
  • We can provide cash flow analysis to help you consider the implications of accepting a financial settlement and how it may affect your future lifestyle.
  • If pension benefits are to be received, we can implement the pension sharing orders.

Holden & Partners has wide experience of dealing with the intricacies of divorce settlements and can offer highly qualified pension transfer specialists.

Following the completion of a divorce settlement, you may find yourself faced with tax, investments and pension planning decisions that you had not previously considered. We can support and guide you in dealing with all financial planning issues that can arise.

I have been a customer of Holden & Partners since its inception. During this time, no matter what the state of the financial climate, I have always found that their advice has been balanced and fair. They have a good understanding of everyone’s individual circumstances and produced tailored strategies to match these needs and expectations.

Duncan B, NHS consultant

I’ve always received high quality, personable advice at a time of my convenience. My adviser has often travelled to my home in order to provide very personal service. The advice given is clear and unambiguous. The risks of different types of investment have been clearly discussed to allow me to make an appropriate decision on the nature of my investment portfolio. This has been of great importance when considering the available investment options for my forthcoming retirement. I have always considered that Holden & Partners is very client centred and they have my best interests at heart. I have been with Holden & Partners since 1996 and have recommended them to friends and colleagues on many occasions.

Michael, Surgeon

Holden & Partners manage our company pension scheme with a totally professional and dedicated approach. They have worked with us over a number of years, and are able to explain the potential ‘minefield’ that is pensions, to make it perfectly accessible for the staff.

Jeremy, Print Management Partner

Holden & Partners offer everything I want from financial advisers. They are highly efficient, independent and trustworthy. They understand their clients and give them a great service. The peace of mind they offer me is invaluable in allowing me to get on with my work and family life.

Peter, director of publishing company

Holden & Partners provide me with a friendly, efficient and personalised service that has been tailored over time to meet my changing needs and priorities. I value their ability to always be one step ahead and lead me seamlessly through the maze of paperwork.

Helen, former Investment Banker

Holden & Partners clearly ‘read’ our financial needs and requirements very well. Most of our queries will have been well anticipated. Where changes of mind are offered, we get practical reasons, not excuses. And outside review periods we have the sense that the vigilance continues on our behalf.

Chris, professional copy-writer

On retirement after 40 years of salaried employment, I interviewed several financial advisers, amongst whom Mark Dodd of Holden & Partners was the nicest and seemingly the most understanding of my investment needs and priorities. Since then my wife and I have had regular (c.6-monthly) meetings with him in order to check and, when necessary, adjust the holdings in our portfolio. This has been very helpful and provided a comforting sense of confidence and security. I have recommended Holden & Partners to others and will certainly continue to do so.

Patrick, retired university professor

It’s easy to feel powerless in the face of global trends such as climate change and environmental destruction. But I feel I regain power as a consumer and a citizen by thinking about where I spend my money and to whom I entrust my savings. I chose Holden and Partners because they were recommended to me and because of their strong track record in ethical investments. It has proven to be a wise choice. Their advisors listened carefully to my needs and created an investment strategy and portfolio that has met and indeed continues to exceed my expectations. The culture of a company also matters to me, I have found their advisors to be well informed and financially shrewd but also easy to speak to and engage with. Many of us find it difficult to trust institutions and organisations these days, but I do trust Holden and Partners to make the right decisions on my behalf.
I would have no hesitation in recommending them to others.

Patrick, Advertising and Marketing Consultant

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Contact us

Whether it’s a question about your personal finances or how you can invest your wealth more ethically, we are here to help. Call us on 020 7812 1460, email info@holden-partners.co.uk or complete the form: