If you are looking for friendly, specialist and sympathetic financial advice prior to a compensation settlement, IM Asset Management can provide the guidance and support that you need.

IM Asset Management provides professional, considerate pre-settlement financial advice to you, your lawyers, and family members on safeguarding your financial future following a personal injury. Our financial advice will clearly explain all the options, and help you and your lawyers to determine whether periodical payments would be suitable.

Throughout the entire process, our friendly and supportive financial advisers will offer you peace of mind and reassurance.

Pre-settlement - How does it work?

Pre-settlement financial planning from IM Asset Management takes place in three easy to understand stages.

Stage 1

We meet to analyse your financial needs, wishes and preferences.

Pre-settlement financial planning starts with our financial planners analysing your financial needs. We will take into account your current financial circumstances, future needs, financial objectives, future life expectancy and any preferences you or your legal advisers may have.

Stage 2

We propose the most suitable way to meet those needs, wishes and preferences.

Using our specialist financial modelling tools, we will analyse the information provided by you, your lawyers and experts to decide how best to structure any compensation award in order to provide you with a secure and flexible future.

Stage 3

We will meet to discuss our proposals which aim to make sure you are financially secure for the future.

After our financial specialists have completed this analysis, we will then:

• Provide you with an in-depth personal injury financial planning report. This report will detail our analysis, conclusions and the reasons why we have chosen our preferred route. We will guide you and your legal advisers through the financial issues to identify whether periodical payments or a full lump sum payment is the best option for you (these reports can be used by the Court if required).

• Arrange meetings with you, together with family members and your legal advisers, to discuss the advantages and disadvantages of our proposals. These meetings are an opportunity for you to get detailed, jargon-free answers to any questions you may have about the financial plan.

• Attend conference and settlement meetings to provide live expert advice and opinion.

What to expect if your claim is successful

Our advisers will give you jargon-free explanations so that you know what your financial options are. This will include advice on benefits, trusts (when applicable) and the most appropriate cash accounts for your award before any investments or property purchase is put in place. We can also assist any family members who may have concerns over their financial affairs.

Contact us for more information
Telephone 0870 1500 900

Email us
Complete our online web enquiry form

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