Financial advice that lasts a lifetime
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.
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.
Things you should know
We provide pre- and post-settlement advice to families, individuals, inexperienced trustees, professional trustees and professional deputies.
As well as helping medical negligence and personal injury lawyers decide whether a periodical payment or a lump sum settlement is the best option, we can also carry out a financial lifetime needs analysis, give advice on pension losses, and act as an expert witness. Our post-settlement advice covers cashflow analysis, investment planning and implementation.