First, understand the picture
I begin with assets, liabilities, income and needs. I help you identify the information needed to consider housing, everyday expenditure and longer-term arrangements.
Consider the available options
I explain that financial arrangements may involve property, savings, pensions, income and business interests. I help you assess possible outcomes against your individual circumstances.
Take advice before committing
I encourage you to seek advice before agreeing financial terms or taking steps that could affect your position. I explain the process for formalising arrangements and identify when specialist input is needed.