Personal injury trusts and deputyships

We offer a specialised financial planning, modelling, and investment advisory service designed to help seriously injured clients meet their lifetime financial needs. We work closely with our clients, their families, trustees and court appointed deputies to ensure their financial compensation makes a meaningful difference to their quality of life.

Given the often tragic circumstances of these cases, it is crucially important to be sensitive to human needs, and equally important for the financial adviser to have the high powered analytical capability necessary to develop a smart financial strategy that reflects the unique needs of each client.

Whilst we can add maximum value in cases where we have been involved prior to settlement, the lifetime planning stage typically begins after the claim has settled. In most cases we will develop a detailed probability-based cash flow forecasting model and provide a supporting investment portfolio to help clients and their families meet the financial challenges of an often uncertain personal future.

We will also help trustees and deputies develop workable expense budgets and cash flow models, we’ll design and implement investment portfolios and drawdown schedules, and closely monitor ongoing developments.

Personal injury awards often need to be managed conservatively but they must also be financially productive. Our role is to help clients strike the right balance between risk and return, explaining which risks are worth taking and which are not.

As well as working with clients whose claims have recently settled, we are happy to offer a second opinion to clients, trustees and deputies who are currently working with other advisers.