Our services

A unique approach

We have three specialist teams working together under one roof which combine to provide you with the best possible solution.

Pre-settlement Team

This team provides pre-settlement advice to clients claiming personal injury awards. We are one of only a small number of Financial Advisers who offer this specialist service. Advice covers how settlements should be structured including whether periodical payments are suitable.

Find out more about our pre-settlement advice.

Financial Planning Team

Headed by Philip Ostle, our Financial Planning team uses advanced techniques to plan how to best meet all present and future financial needs. Our advisors will consider the level of investment risk required to meet income and spending needs and decide how to spread a client's money across different asset types including shares, commodities, property, government bonds and cash holdings.

Click for more information on post-settlement financial planning.

Investment Management Team

We have our own team of in-house investment fund managers, headed by Richard Potts, who manages our own range of funds and portfolios. The team has many years experience of managing investments throughout the world and across different asset classes.

Click for more information on our investment management services.

> Visit our investment managment site

> Contact us for more information