Our Services

We are immensely proud of our enviable reputation within the legal profession and amongst private clients.

The vast majority of our business comes from referrals which is testament to the faith the legal profession has in us, so you can be confident that your case is in safe hands. We provide a total package from start to finish including:

Personal Injury & Clinical Negligence

Pre-Settlement

We provide a full service to support the litigation process which includes:

• The production of Part 41 Reports which include an analysis of periodical payments versus a conventional lump sum.
  
  
• Advice on the entitlement of benefits.
  
  
• Assessments on the viability and appropriateness of Personal Injury Trusts.
  
  
• High street banks are often unable to offer Trustee Bank Accounts but we have the expertise to ensure access to a range of options to suit every need.

Post Settlement

We provide an Investment Advisory Management Service to individual clients, trustees and professional deputies that includes:

• Investment solutions tailored to the needs of the individual. Every client is different, so every solution is too.
  
  
• Portfolio monitoring and ongoing management to ensure that the best interests of the client are constantly preserved - no matter what.
  
  
• Regular client review meetings to ensure ongoing satisfaction and peace of mind.

We also provide advice in the following areas:

 

Trustee and Estate Investment Planning

We know that our customers work hard to provide a secure financial future for their beneficiaries and so we work hard to make sure that this happens.

Considerable tax liabilities often linked to inheritances can vastly reduce the final value of any estate but we have the skills and expertise to provide a solution that is tax efficient and gives maximum return and security going forward.

Our experience also equips us with the sensitivity and discretion required for this type of investment planning.

 

Matrimonial Settlements

We understand that matrimonial breakdowns can be a very distressing. Add to this the anxiety and uncertainty that can accompany the financial consequences and it is no surprise that divorce is undisputedly one of the most stressful of life events.

Our knowledge and experience of the process means that we can help customers manage the settlement in a way that provides maximum peace of mind and security. This creates a solid foundation from which individuals can start to rebuild their future.

Whatever the requirements, we follow an approach that ensures a smooth and hassle-free process...