Marriage or the beginning of a civil partnership is a perfect time for partners to have a full discussion and consideration about their finances

  • Merging bank accounts

  • Changes to income and expenditure

  • Making a new will

  • Considering future goals such as buying a home, children and their education, investment issues, business and career ambitions, retirement and estate planning.

  • Life and health insurance requirements and how much they are willing to pay for it

  • Pre-nuptial agreements – Although marriage or the beginning of a civil partnership is expected to be long term, it is still important to consider the financial and other implications that may arise if the relationship does break down

Financial Planning Areas

  • Advantages and disadvantages of having individual/merged bank accounts
  • Advice on savings and investments for future events
  • Recommendations on protection products - Life and health, income