Investment Planning for compensation pay outs

Medical Negligence and Personal Injury compensation payouts – getting the right investment advice

 AMG Wealth Management and the specialists within St. James’s Place Wealth Management have considerable experience in advising on the right investment strategy for clients in receipt of personal injury and medical negligence awards. This extends to providing financial advice to families, individuals, inexperienced trustees, professional trustees and professional deputies.

We want to provide much more than just the fundamental management of a portfolio of investments.  Once a personal injury settlement has been agreed, we also want the injured person and their family to continue to enjoy the quality of life that the award is designed to provide them with for the rest of their lives. It is important to us that, by providing quality financial advice, we help them to achieve this.

We recognise that this can be an emotional and stressful time for everyone involved. Our advisers understand this and will sensitively guide you thought the various options available, ultimately aiming for the recipient’s needs to be met throughout their lifetime.

The majority of personal injury or medical negligence cases fall into two categories – Pre and Post-settlement advice:

Pre-settlement advice typically includes assisting personal injury lawyers on deciding the best way forward regarding the method of payout of a settlement. That could either be a periodical payment or a lump sum settlement.  We can also assist in carrying out a financial lifetime needs analysis and provide advice on pension losses. In some cases we can act as an expert witness if required.

Post-settlement advice usually involves cashflow analysis, investment planning and implementation advice.

To receive a detailed understanding of our services, please contact us on 01332 551155 in complete confidence.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.