How Deans Wealth Management Supports You & Your Clients
Pension Sharing Orders, Trusts & Collaborative Client Support
How Deans Wealth Management Supports You & Your Clients
Pension Sharing Orders, Trusts & Collaborative Client Support
We work in partnership with solicitors to support clients through complex financial decisions, particularly around divorce, trusts, and long-term planning.
Working alongside you, we provide clear, practical financial insight across three key areas:
- Pension Sharing Orders - helping clients understand the long-term impact before agreeing terms
- Trust Planning & Investment - supporting trustees with ongoing strategy and oversight
- Lifetime Financial Planning - giving clients clarity and structure following major life events
Our role is to complement your legal advice with financial clarity, helping clients make informed decisions while supporting a smooth, professional process.
We’re typically brought in when:
- A Pension Sharing Order is being considered and the client needs to understand the implications
- A settlement has been reached and requires accurate implementation
- Trustees need ongoing investment advice or support
- A client needs clarity following divorce or inheritance
Supporting Your Clients When Financial Clarity Matters Most
We help clients understand the real-world impact of the decisions they’re making through clear, values-based financial planning delivered in a collaborative, professional way.
Pension Sharing Orders - Clarity at the Right Time
We support clients before and after Pension Sharing Orders, ensuring outcomes are clearly understood and implemented correctly.
We add the most value when involved early, before decree absolute and before the order is finalised.
Why this matters:
Clients often agree to complex outcomes without fully understanding the long-term impact on retirement, income, and financial security.
Our role is not to influence legal outcomes, but to ensure clients are making informed decisions.
Discovery Meeting & Financial Roadmap (At Our Expense)
We provide a Discovery Meeting and Financial Roadmap at no cost to the client.
This helps them:
- Understand the impact of proposed Pension Sharing Orders
- Compare settlement outcomes
- Gain confidence their decisions align with their priorities
Implementation & Ongoing Planning
We support the implementation of Pension Sharing Orders across a wide range of providers, ensuring:
- Accuracy and efficiency
- Clear communication
- A smooth process for all parties
We also provide ongoing, regulated financial planning for clients who need longer-term support.
Trust Planning & Investment Support
We support solicitors and clients with Trust planning and investment management, including:
- Aligning investments with Trust objectives
- Supporting trustees with oversight and reporting
- Assisting with administration, reviews, and TRS coordination (with Deans Accountants)
A Collaborative Partnership
We see our relationships with solicitors as long-term partnerships.
Where appropriate, we introduce our own clients to trusted family law solicitors early, ensuring joined-up advice at the right time.
Why Solicitors Choose Deans Wealth Management
- Experience with Pension Sharing Orders and Trusts
- Clear, values-based financial planning
- Early involvement to reduce uncertainty and disputes
- Discovery Meeting & Financial Roadmap at our expense
- Professional, collaborative approach
- Strong links with Deans Accountants and trusted advisers
Speak to Us About Supporting Your Clients
If you’d like to discuss how we can support your clients, we’d be very happy to talk.
