One conversation. Better outcomes. The benefits of joint legal and financial advice

blogs
July 1, 2026
Posted by:
Ffion Greenfield
&

Ffion Greenfield of Burgess Mee and Liz & Jenni of Revival Financial Planning regularly work together to help their clients successfully arrive atoutcomes they can be confident in.

One of the most common frustrations for those going through a divorce or separation is how the advice they each receive can be so polarised. Most people simply want to know - what am I entitled to, will I have enough to meet my (and my children’s) needs and will the outcome be fair? Receiving contrasting advice can increase tension, drag out settlements and drive-up legal fees. The impact of any one of these can be detrimental in so many ways.

This is where a joint approach can make a real difference. Even more so, where that joint approach is not just in respect of legal advice, but across the board of experts whose input and guidance are needed to ensure a tailored, future-proof and fair settlement.

Couples using a one solicitor, two clients model benefit from legal advice being shared openly and in real time. This model lends itself well to bringing a financial adviser into the conversation with both clients. Everyone hears the same thing, asks questions in the moment, and works from a single, clear understanding.

Why it works

Solicitor addresses: What is fair?
Financial adviser addresses: Will this actually work?

Too often, those questions are dealt with separately which can create difficulties and tensions at later stages of settlement discussions.

When solicitors and financial advisers work together, clients gain:

  • a clearer picture of their finances now and in the future
  • a better understanding of the implications of different outcomes
  • more confidence in the decisions they are making

It is a more rounded, more efficient and practical way of reaching agreement.

A shift in mindset

This approach also shifts the tone of the process:

  • from positioning → to problem‑solving
  • from delay → to real‑time discussion
  • from uncertainty → to clarity

And in many cases, that is what allows couples to move forward quickly and more constructively.

The bottom line

Dividing finances on separation is not just a legal exercise. It is about creating two sustainable futures.

Bringing legal and financial expertise together - in one conversation - is often the most effective way to achieve that.

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