Advice For Discerning Law Firms
A&M Wealth Management are renowned for providing independent, highly specialised pre- and post-settlement advice for recipients of personal injury, clinical negligence and matrimonial settlement awards. We understand that once a settlement is reached, you’ll want the peace-of-mind of knowing that the awarded money will be invested wisely and that the interests of your client will always remain paramount. Built on in-depth planning, proven expertise, mutual trust and total transparency, our balanced advice forms the basis for even stronger client relationships.
Demystifying The Investment Process
Benefiting from our many years of expertise, our objective is simple: to demystify the investment process and create crystal clear, expertly managed financial solutions. It’s an approach that has earned us an enviable reputation across the legal profession and among our private clients. We are seen as the trusted partner of both the recipients of substantial awards and their professional representatives. As testament to the faith that families, individuals and law firms place in us, the vast majority of our work comes from referrals.
Fully FCA Authorised & Regulated
Being fully authorised and regulated by the Financial Conduct Authority (FCA) (registration number 400275), A&M Wealth Management know the importance of due diligence. As the Court of Protection adopts a more regulatory position regarding the management of awards made to people without capacity, the focus on due diligence is, understandably, greater than ever. We ensure that in your role as a trustee or court-appointed deputy you do not simply meet, but exceed, all due diligence requirements. Renowned for total transparency, complete independence and a wholly unbiased approach to investment, we tick all the right boxes when it comes to due diligence and looking after your client’s financial affairs properly.
Personal Injury & Clinical Negligence
We offer extensive support during the litigation process, looking at the bigger picture right from the off. Our pre-settlement services include: the production of Part 41 Reports, with analysis of periodical payments versus lump sums; advice on viability/appropriateness of Personal Injury Trusts; access to a range of Trustee Bank Account options.
Post-settlement we offer a comprehensive Investment Advisory Service for private clients, trustees and professional deputies. This service includes: tailored investment solutions; portfolio monitoring and ongoing management; regular review meetings for complete peace-of-mind.
Marriage breakdowns can be upsetting and stressful so our objective is to minimise the anxiety and uncertainty that can accompany the financial consequences of divorce. Our carefully considered investment planning services include: guidance on reaching fair settlements; advice on creating solid foundations for the future; investment strategies to successfully manage settlements and provide assurance. We plant seeds of optimism to assure your client of happier times ahead.