Key financial planning challenges couples face and how we could solve them

Creating a financial plan can seem complicated, especially if you need to take into account your partner’s views, assets, and goals. At times, you might have conflicting ideas about what is “right” and it can be a difficult situation to navigate.

Working with a financial planner as a couple could help you overcome some of the key challenges you might encounter when building a financial plan with a partner.

Challenge 1: Starting money conversations

Talking about money is sometimes seen as a taboo subject. So much so that even talking to your partner about shared finances can feel awkward.

Indeed, according to a March 2024 survey from Aqua, just 24% of Brit