I want to help you and your clients. Do you have clients that … what resonates with you?

1. Struggle to get their financial documents together, at all, or they are sending them to you piecemeal by email or even worse have delivered documents in paper form.
2. Have received documents from their ex-partner and are struggling to understand what they mean.
3. Want to know what happened to the finances during their relationship.
4. Suspect that their ex-partner might have hidden assets (and liabilities).
5. Struggle to complete documents that are required for mediation / filing in court – e.g. Financial Statement (and Part N) and Financial Questionnaire.
6. Would benefit from help with budgeting for their separation and their post separation life period.

In my experience, by educating and empowering clients to "know their numbers”, understand their assets, liabilities, income and expenses and contributions, and assist them to be as prepared as they can with their financial documents, clients will come to you, less stressed and emotional, and with more confidence and clarity.

AND, throughout our working together, I will introduce clients to my network of trusted professionals, including financial, property, health and well-being as well as other specialists, such as private investigators and asset tracing experts.

Benefits for you, and your client

• Efficient and cost-effective

• Key financial documentation streamlined 
• Reduces the need to deal with menial tasks ➤ freeing up time to focus on other important legal aspects of the matter
• Your client feels supported as they have a network of trusted professionals who communicate with one another and are on their side.