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For couples to truly benefit from the collaborative process they need to accept that they are active participants and are offered a 'safe environment' in which to discuss their financial position, develop an understanding of their financial options and the implications of a financial settlement. In order to do this there is a need for a financial neutral to facilitate such discussions and ideally this falls to a financial consultant that has no loyalty to any of the parties involved.

The key points to know about financial neutrals are:

  • They will not get involved in the dispute.
  • They have no previous or existing relationship with the parties involved outside of the collaborative process.
  • They have no interest in the outcome of any discussions.
  • They take an educational/facilitator role and are totally unbiased.
  • They are not involved in the implementation of any of the agreed settlement options.
  • They are trained in the collaborative process.
Jeremy Matthews

Tel:  01905 613613

Independent Financial Advisor

JeremyMatthews@english-mutual.co.uk

English Mutual Worcester
 
 
Jeremy Matthews a Financial Planner with English Mutual Worcester, he specialises in pension sharing matters in divorce. Relevant qualifications include: Advanced Pensions AFPC (G60) Pension Transfer Specialist (CF24). Jeremy is an Affiliate member of Resolution.


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