We offer a free initial review to look at how much money you’ll have for the future and what it needs to pay for. This involves looking at your current financial setup as well as the compensation you’ll receive.

We’ll make sure everything is structured as tax-efficiently as possible, and that you’re claiming any state benefits and tax reliefs you’re entitled to. We’ll look at your budget to make sure there’s no unnecessary expenditure and help you manage any existing debt.

Put simply, we look at what you’ve got, what your compensation will give you, and what you want to achieve in the future. We want to put any financial concerns you have at rest, providing advice tailored uniquely to you.

We start working with your legal team at an early stage to understand you and the kind of support you’ll need in the future. We provide a detailed financial forecast to help your legal team negotiate the best settlement for you.

Periodical payments (where a payment is made every year) offer better value over time. We’ll advise whether this is suitable for your settlement and make sure the value is adjusted for inflation each year.

Working closely with your lawyers also means we can get your financial plans in place as soon as possible. It’s a uniquely joined up service to help you and your family move forwards with life, right from the start.

Our services are specifically designed to help people manage large personal injury compensation settlements, including:

• Helping your lawyers achieve the best settlement for your long-term needs
• Financial planning advice to help you get the most out of your claim
• Bespoke investment advice
• Managing your investments
• Financial protection planning for you and your family or support network
• Income and expenses advice
• Pension and retirement planning
• Inheritance tax and estate planning
• Periodical payment checking service.

You can learn more about how we can help you manage your finances in an initial meeting with one of advisers. There’s no obligation to go ahead with any of our services and we’ll keep anything you share with us totally confidential.

We’ll meet you at a time and place that suits you and work at your pace. We’ll always explain financial matters to you in plain English and only go ahead with arrangements when we’re sure that you’re happy with them.

You’ll have a dedicated financial adviser committed making your claim go as far as possible. All our services are informed by an in-depth knowledge of the legal process as well as the role of Trustees, Deputies and the Court of Protection.

Our advisers are here to answer your questions and to give whatever guidance you need. You’ll get quarterly updates on the performance of your investments. You’ll also have the chance to discuss any changes to your finances at least once a year so your financial advice is always up-to-date.

Get started today – call us on 0370 1500 900 to arrange a free initial chat with one of our advisers.

We’re a team of financial advisers working exclusively with people who have suffered a serious injury. We understand the unique challenges of adapting to life after injury and how your settlement needs to support this.

We have the financial expertise to make sure you get the most out of your settlement. Our CEO Richard Potts has over 30 years’ investment management experience at some of the world’s largest banks, including HSBC.

We’re also experienced at helping trustees and deputies work with the Court of Protection when someone is no longer able look after their own affairs after an injury.

Meet our asset management team