Personal Injury Financial Planning
IM Asset Management provides specialist advice and solutions to people who have received, or expect to receive, a personal injury award.
As well as working closely with personal injury clients and their families, we also deal directly with other parties including lawyers, trustees, receivers, deputies and case managers.
A unique approach
Our unique service removes the need to engage different agents for different aspects of your financial planning and management.
We offer two key services covering pre-settlement advice and post-settlement financial planning.
Our pre-settlement advice includes expert financial reports and advice on the form and proportion an award should take.
Our post-settlement financial planning team provides tailored financial planning and ongoing financial advice for each client.
We offer a streamlined approach that integrates financial and investment strategies to make the most of any award and ensure a financially secure future for each client. Uniquely, we offer all the following services under one roof:
- Financial planning and structuring
- A range of funds with a unique investment philosophy
- Discretionary investment management
- An experienced, dedicated team of specialists
- Ongoing client service
