If you have suffered from a personal injury, or care for someone who has, you will know the immense pressure such a life-changing incident can have on a person.
If you’ve been left unable to work or live the way you used to, you will hopefully receive a much-needed financial settlement.
The settlement is intended to enable you to live comfortably and cover every necessary expense. The money must therefore be preserved and protected; able to last you for the rest of your life. The concept can be daunting.
This demanding and complex financial situation requires the knowledge and guidance of an expert. We will enable you to live the life you deserve.
We’re a firm of Chartered Financial Planners, with years of experience in working with people who have been affected by personal injury. We specialise in reality-based financial planning; bringing the real things that you want to achieve – and the real life that you want to attain in the process – to fruition.

We will:
Listen to your concerns and worries, both for the long and short term
Work with you as you clarify your goals and needs
Use cashflow modelling to map out various “what if” financial scenarios
Recommend financial solutions that will enable you to make the most of your settlement and live comfortably for the rest of your life
Work closely with your other professional advisers, such as your solicitor or Deputy, to provide cohesive, streamlined advice
Guide you on an ongoing basis to ensure the sustainability of your income and the suitability of your financial plan
Personal injury settlement – Helen
Helen had received a significant financial settlement following medical negligence that had left her unable to work. It was, naturally, a time of stress and confusion. Whilst the settlement provided financial security, it also presented specific financial challenges.
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