A&M Wealth Management | Expert Advice For Law Firms
14093
page-template,page-template-full_width,page-template-full_width-php,page,page-id-14093,qode-news-1.0.2,qode-quick-links-1.0,ajax_updown_fade,page_not_loaded,qode-page-loading-effect-enabled,,vertical_menu_enabled,vss_responsive_adv,vss_width_768,transparent_content,qode-child-theme-ver-1.0.0,qode-theme-ver-15.0,qode-theme-bridge,wpb-js-composer js-comp-ver-5.4.7,vc_responsive

Expert Advice For Law Firms

Helping you build even stronger client relationships.

At A&M Wealth Management, we’re 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 advice forms the basis for even stronger law firm – client relationships.

Demystifying the investment process.

 

Benefiting from our many years of expertise, our objective is simple: to demystify the investment process and create expertly managed financial solutions. It’s an approach that has earned us an enviable reputation across the legal profession and among our private clients.

 

As testament to the faith that families, individuals and law firms place in us, the vast majority of our work comes from referrals. The trusted partner of the recipients of substantial awards, as well as professional representatives, our service is both informed and comprehensive.

The importance of due diligence

Total transparency and compliance… assured.

 

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.

 

At A&M Wealth Management, we can 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 consider due diligence to be much more than a box-ticking exercise and will always look after your client’s financial affairs properly.

 

We are authorised and regulated by the Financial Conduct Authority (FCA). Our registration number is 400275.

Our Services

Personal Injury and Clinical Negligence

Pre-Settlement

We offer extensive support during the litigation process. Our 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.

Matrimonial Settlements

Marriage breakdowns can be upsetting and stressful. Our objective is to minimise the anxiety and uncertainty that can accompany the financial consequences of divorce, through carefully considered investment planning.

 

Our services include:

 

  • Guidance on reaching fair settlements.
  • Advice on creating solid foundations for the future.
  • Investment strategies to successfully manage settlements and provide assurance.