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Personal Injury Financial Planning

At every stage of your Personal Injury claim we can provide a helping hand.

If you or a member of your family have suffered an injury and are about to or already have received a settlement, you will benefit from receiving impartial independent advice from a qualified personal injury settlement expert.

Our advisers are experienced in structuring and implementing pre- and post legal settlement advice to maximise value and secure the future of you and your loved ones.

Having advised clients in this area for more than a decade, and with an impressive network of legal advisers, professional Trustees and Deputies, you are safe to let us help assess your needs and achieve your long term goals.

Our advice services are broken down into 2 elements:

Pre-settlement Advice

We work closely with you, your family and your personal injury solicitor to provide clear guidance during the claim’s process, and can assist in the following areas:

  • Periodical payments -v- lump sum analysis
  • Provision of expert financial reports
  • Attendance at case conferences/joint settlement meetings
  • Part 36 offer analysis and strategy
  • Expert witness role at trial

Our expert advisers are available to you and your legal advisers at any time for guidance and reassurance during your legal case.

Post-Settlement Advice

Seeking financial advice in connection with a personal injury settlement can for many seem like a daunting task –especially for those who have never taken advice before and might not be entirely confident with such financial matters.

We are friendly and caring professionals with specialist experience in providing advice to recipients of legal settlements. You can rely our team to work alongside you, your family members and personal injury solicitor to recommend a suitable financial plan that is entirely based on your individual needs and circumstances.

We are Independent Financial Advisers which means that our solutions are unbiased and based on what is available from the entire market – not merely on what a particular bank, building society or other financial institution might have to offer.

Our approach to your financial planning needs can be summarised in 4 steps:

  1. Initial meeting to understand your needs
  2. Analysis and recommendations
  3. Implementation
  4. On-going service and support

All our initial meetings or discussions are free and without obligation.

Get in touch

Don’t delay, contact us today on 0345 357 9000 or email us or simply complete our online enquiry form and we will get in touch with you to discuss your financial advice needs.