Looking beyond the settlement: Why Financial Planning matters early in divorce
Separation and divorce are among life’s biggest transitions. Alongside the emotional challenges come important decisions about your home, your finances and your future.
Financial planning is not just about pensions, investments, tax or numbers on a statement. It is about your life, your goals and the future you want to create.
Whether you are buying your first home, growing a successful business, preparing for retirement or thinking about the legacy you will leave behind, the right perspective can help bring clarity, confidence and direction to every financial decision.
Financial Advice for every stage of life
Life changes. Your financial plan should change with it.
Whether you are just starting out, building wealth, preparing for retirement or thinking about the next generation, every stage of life brings different priorities and opportunities.
The right financial planning grows with you.
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Positioning
Building strong foundations.
Age: 18 – 35 -
Protecting
Safeguarding what matters most.
Age: 35 – 50 -
Planning
Turning goals into a clear roadmap.
Age: 50 – 60 -
Prioritising
Making the most of what you’ve built.
Age: 60 – 75 -
Passing On
Protecting your legacy.
Age: 75+
Cashflow Modelling
See your financial future more clearly
Most people have a vision of what they want life to look like. More freedom. More security. More time with family. The challenge is knowing whether you are on track.
The most valuable financial planning often starts by helping you understand where you are today and the different paths that could lead to the future you want.
One of the most powerful developments in modern financial planning is the ability to bring your future plans to life. By combining information about your income, assets, pensions, savings and future goals, different scenarios can be explored to show how today’s decisions may influence tomorrow’s opportunities.
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Could retirement happen earlier than expected?
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How much income might support the lifestyle you want?
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What impact could helping your children financially have?
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How might different decisions affect your future?
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offices in towns and cities across the UK
900+
working across the group in various roles
30k+
households served in the United Kingdom
35+
years’ experience
Latest Insights
How to choose a Financial Advisor: The complete guide
To choose a financial advisor in the UK, check they are authorised on the Financial Conduct Authority (FCA) Register, decide whether you need independent or restricted advice, compare qualifications and fees, and make sure they understand your goals and attitude to risk.
TaxAssist and Perspective launch landmark financial planning joint venture, creating a blueprint for future growth
TaxAssist Group and Perspective Financial Group Limited (Perspective) have launched TaxAssist Plus Financial Planning, a strategic joint venture designed to provide TaxAssist clients with access to professional financial planning and wealth management services through a nationwide adviser network.
What to do if something goes wrong
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
Contact
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567