Managing Financial Settlements

We have experience helping individuals and families like you to achieve life-changing results following large-value personal injury settlements.

I need help with... Managing Financial Settlements

The journey towards securing a personal injury settlement can be overwhelming and often takes longer than expected. Handling a large sum of money can also be challenging. The transition doesn’t end once you receive your settlement, which is why we provide support before, during and especially after settlement. Our financial planning service will guide and educate you, helping to ensure you can live your life without the worry of running out of money.

We offer specialist advice to individuals who have received medical negligence or catastrophic injury settlements to help them create a financial plan tailored to their unique needs and goals.

From expert witness report writing to lifetime financial planning, our focus is to support and guide our clients to live the life they want, whatever their circumstances.

Managing financial settlements

Key contact

Helen Learmonth

Partner, Financial Planner

More information

WE ARE ON YOUR SIDE, AND BY YOUR SIDE.

We guide you to make the right decisions for you. As an independent Chartered Financial Planning firm, you can rely on us to give you unbiased support and guidance every step of the way.

MANAGING FINANCIAL COMPLEXITIES.

Aspects of settlement cases can vary. Often new to the individual, it can be overwhelming to navigate. Our experts help guide and educate, personalising our advice to reflect your own unique situation.

 

SECURING YOUR FINANCIAL WELLBEING.

A key aspect of providing advice, especially in personal injury cases, is understanding the individual and their long-term goals. We take the time to get to know you, your family, and your current financial situation before offering any recommendations.

It’s not just about deciding what to invest in. Understanding your expenses, your attitude toward investment risk, and your long-term goals allows us to customise our advice to meet both your short-term and long-term needs. Financial planning, including cash-flow modelling and asset protection, can help to provide clarity during a transitional period when many things may feel uncertain.

  • They have given me not only the comfort of knowing that my funds are in good hands but also the confidence to use the settlement to help improve my own quality of life.

    D Saunders, Inverness

  • We instantly felt at ease. They were very kind, understanding and patient, explaining everything at our pace. They are very knowledgeable and professional. The whole team work so well together.

    Belinda R, Dumfries

  • Helen Learmonth has provided invaluable guidance and support. She handles matters sensitively and pragmatically and works hard to build trust and secure good results.

    Elizabeth Sparks, Solicitor