Lowry Legal’s Collaboration with Ella Rose Financial
Thanks to Lowry Legal’s collaboration with Ella Rose Financial (ERF), our clients can benefit from a truly holistic service that is designed to safeguard their best interests.
“Certainly the premier family team.”
“Vastly experienced in all areas of their work.”
“The team was strategic, responsive, and collaborative throughout”
“They made a complex process feel manageable and were clearly focused on achieving the best outcome, which they did.”
“I always felt informed and supported, and their practical approach set them apart.”
“What stood out most was the team’s calm, thoughtful approach and genuine commitment to getting things right.”
“…sharp, but also easy to work with, a clear communicator, pragmatic, and always well prepared.”
“Michelle Uppal was especially impressive for her strategic oversight; she brought strong attention to detail and consistency throughout.”
“Michelle Uppal and Olivia Chatfield are very straightforward, efficient, pleasant, and understanding.”
“Michelle Uppal and her assistant Olivia are both excellent.”
“Michelle Uppal and her assistant Olivia are both excellent.”
“Michelle gives an excellent and caring service to her clients. She is robust when she needs to be, but always has a steady judgment and very good grasp of all the legal issues.”
“Michelle Uppal…is a knowledgeable lawyer and mediator. I have used her mediation services for my clients. They have always commented on how good Michelle is at helping parties reach a settlement. ”
“Katie McCann and her dynamic team at Lowry Legal possess extensive knowledge in their field but also approach matters from a holistic perspective with a thorough, personal and tailored focus on the needs of each particular client.”
“Innovative and collaborative with an independent financial planning firm to offer those services to their clients also.”
“Lowry Legal are super impressive.”
“Lowry Legal are super impressive.”
“Good team. Work together and support one another. Easy to contact. Dedicated. Think ahead of the game.”
“The team look at things from a different angle, always aiming to reach an amicable solution. We have been delighted with the service.”
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The Advantages of Financial Planning in Divorce
When a couple separates, resolving finances is one of the most challenging steps. During the process, some spouses may be exposed to an array of spreadsheets and forms, which can make it difficult for them to visualise their future lifestyles. However, instead of being overloaded with complex data, many would prefer a straightforward summary of their available options.
A financial planner can help to assess and identify an individual’s monetary needs and make sure that any settlement works well for you, so that you can plan for your next chapter after divorce. The main benefit of clear financial advice is that it helps spouses to get organised and gain a firmer grasp of their resources. This is especially useful when one spouse has been less involved in managing day-to-day matrimonial funds.
By carrying out a cashflow modelling exercise, a financial expert can build a plan that helps you understand what type of settlement you require — and, crucially, what could realistically be achieved at the end. ERF’s cashflow modelling provides you with clarity, aiding in decision-making, minimising stress, and bringing everything together around essential discussion points.
Our Collaboration Explained
When you instruct Lowry Legal upon your divorce, you will have the option to use a financial planner to assist with decision-making. Although there is no obligation for you to use ERF in this context, they will be one of your available options. Don’t worry if you have any questions about the process, as everything will be explained clearly during onboarding.
Generally speaking, the process involves collective meetings that should establish your goals throughout the divorce process and beyond. These conversations entail cash flow planning — with practical illustrations of current and projected settlement options, education around complex features like pensions, and post-settlement planning sessions.
All of this is designed to help you create your own future as you move with confidence into your next chapter.
What Makes Ella Rose Financial Different?
ERF offers independent, bespoke financial planning advice. They work on a professional, fixed-fee model with full transparency, to ensure that client relationships are built on the right footing from the very start. Their fees are therefore based on the work involved and the associated time costs, and not the value of the assets involved in the planning. This removes any conflicts of interest and means that they can work with a varied client bank.
ERF understands that money is emotive, and that financial advice shouldn’t just be about the numbers. This has resulted in their goal of helping you understand what your finances could mean for you and your family.
Your Key Contact: Ella Davies FPFS
Chartered Financial Planner, Ella Davies FPFS, has amassed nearly 20 years’ experience in financial services. Ella is a highly-qualified Chartered Fellow of the Personal Finance Society. She advises a range of different clients, specialising in pensions and retirement planning.
Ella prides herself on her personable approach to financial planning and enjoys coaching clients through challenging decisions. She takes great pleasure in helping people to formulate and prioritise their biggest personal objectives.
