Compensation Settlements in Ashby-de-la-Zouch
our support doesn’t stop when a settlement is agreed
Compensation Settlements
Compensation Settlements in Ashby-de-la-Zouch
When you are investing funds from a compensation settlement, it is important to take the long view, with financial advice that extends beyond the initial settlement and basic financial management. With considerable experience in selecting the right investment strategy for people who have received a medical negligence or personal injury award, our advisers provide expert guidance at every stage of the pre- and post-settlement process.
We recognise that this can be an emotional and stressful time for everyone involved. Ultimately, our aim is for the recipient’s needs to be met throughout their lifetime, so we will always be on hand to give advice and support.
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Compensation Settlements
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Compensation Settlements
When you are investing funds from a compensation settlement, it is important to take the long view, with financial advice that extends beyond the initial settlement and basic financial management.
With considerable experience in selecting the right investment strategy for people who have received a medical negligence or personal injury award, our advisers provide expert guidance at every stage of the pre- and post-settlement process. We recognise that this can be an emotional and stressful time for everyone involved. Ultimately, our aim is for the recipient’s needs to be met throughout their lifetime, so we will always be on hand to give advice and support.
As chartered financial planners, AMG Wealth helps individuals and families in Ashby-de-la-Zouch with compensation settlements. We meet Ashby-de-la-Zouch clients at our office, at their home or by video call, so you can choose whichever suits you.
Advice on a settlement does not end once the money is agreed. We can carry out a financial lifetime needs analysis, advise on pension losses and help decide between a periodical payment and a lump sum. That is the starting point for anyone in Ashby-de-la-Zouch asking us about compensation settlements.
Your other professional advisers in Ashby-de-la-Zouch are part of the picture too. An adviser can explain how we work with families and their lawyers.
Ready to talk about compensation settlements? For Ashby-de-la-Zouch clients the first step is simple: call 01332 551155 or send us your details. We begin by listening, with no pressure and no hard sell, and there is no set process to follow.
Read more about compensation settlements, see investment planning in Ashby-de-la-Zouch, or go to our financial advisers in Ashby-de-la-Zouch page. Everything on this page is about our service for clients in Ashby-de-la-Zouch.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.