What We Do

If you or a loved one has received a large settlement after serious injury, you need to know your compensation will give you financial security for the future.

We provide financial planning to make sure you have an annual income, as well as money for things like care and support, specialist equipment and home adaptations.

Our clients know that whatever financial need they have, we can help. Ed Tomlinson
Head of Financial Planning

Some of our services include:

  • Free Financial Healthcheck
  • Pre-Settlement Advice
  • Tax Advice
  • Investment Advice

Your Own Dedicated Team

You’ll have a dedicated financial planning team supporting you, to make sure you have what you need, when you need it.

We have over a 99% client retention rate, because we really do put our clients first in everything we do.

We’re also experienced at helping trustees and deputies work with the Court of Protection when someone is no longer able look after their own affairs after an injury.

Whatever your situation, we understand that everyone’s needs are different. That’s why our financial advice is always tailored uniquely to you.

Free Financial Healthcheck

We offer a free initial review to look at how much money you’ll have for the future and what it needs to pay for. This involves looking at your current financial setup as well as the compensation you’ll receive.

We’ll make sure everything is structured as tax-efficiently as possible, and that you’re claiming any state benefits and tax reliefs you’re entitled to. We’ll look at your budget to make sure there’s no unnecessary expenditure and help you manage any existing debt.

Put simply, we look at what you’ve got, what your compensation will give you, and what you want to achieve in the future. We want to put any financial concerns you have at rest, providing advice tailored uniquely to you.

Pre-Settlement

Working alongside your lawyers and case managers to understand you and what you need is a key part of our process. We provide a detailed financial forecast to help your legal team negotiate the best settlement for you.

Periodical payments (where a payment is made every year) offer better value over time. We’ll advise whether this is suitable for your settlement and make sure the value is adjusted for inflation each year.

“We know our lives will never be the same but without IM Asset Management we cannot imagine how we would have coped."

Phillip Randerson – Client



Tax Advice

We know how to make sure your assets are structured as tax efficiently as possible so you can benefit from the maximum value of your settlement.

Investment

We’ll advise on which investments are most suitable for you, to give your money the best chance of growing and also provide what you need at different stages.

Get In Touch

Our team is on hand to help protect your financial future. Get in touch today to arrange your free financial healthcheck.

Contact IM Asset Management


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