As independent financial advisers (IFAs), our specialist advice is provided exclusively for individuals with personal injury, serious injury, clinical negligence awards, other vulnerable individuals, those in later life (70+) as well as those under the supervision of the Court of Protection.
Our wellbeing-focused specialist Independent Financial Advisers (IFAs) often take the following steps to help advise our clients:
Healthier lifestyles and better medical care is increasing life expectancy in the UK and living longer can have significant financial implications.
Our consultants between them hold a number of qualifications.
A personal injury trust is a legal arrangement whereby trustees hold and manage a personal injury award for a beneficiary.
Services and fees
We will review the client’s current circumstances to check that they are receiving the correct entitlement to welfare benefits and tax credits.
In light of the Care Act, we have extended our support services to include advice on health and social care funding.
Appointed Deputies have a positive duty to act in the best interests of their clients.
The journey we take with our clients to ensure future peace of mind is a very detailed one and we start at the very beginning to establish what our clients and their families want to achieve and what their concerns are. We do this by listening and supporting, before advising – from simple handholding through to complex financial calculations. These include cash flow planning and risk profiling.
This vital work allows us to analyse, research and provide suitable solutions to meet clients needs, for life. We are determined to forge lifetime client relationships and our retention rate of 99% over the past 30 plus years is testament to our ability to provide first class, specialist and valuable independent financial planning for individuals after life changing events.
The methodology of providing our advice is set out in four distinct areas:
When making specific recommendations we consider many areas, including:
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Call us on 0161 886 800 or email firstname.lastname@example.org to see how we could help you today.
We are always happy to answer any questions you may have.