Investing for a lifetime of support
Investing for individuals in receipt of a compensation payment, as a result of injuries that they have sustained, ensures that the financial affairs of individuals are handled with the utmost care and diligence.
Our specialist service is designed to protect and grow the individual’s assets, providing peace of mind to their families and those designated to oversee the funds. Put simply, investing can play an important part in helping funds provide for a lifetime of financial support. By investing the sum, it is possible to receive regular payments to provide the support needed, while still seeking to protect the real value of the funds from the rigours of inflation. Without investing, the value of the capital may well reduce over time as a result of expenditure needed for care and other costs as well as these costs increasing over time with inflation.
Get in touch
If you have any questions or would like to get in touch, submit a callback request below and we will contact you as soon as possible.
Call us on...
020 3207 3388
How can we help?
Led by Jonathan Taylor, we have a dedicated team that specialises in working to achieve the best financial outcomes for those who have been awarded personal injury settlements or are under order of the Court of Protection.
With over 20 years’ of specialist experience, Jonathan and the team will work together with you and any solicitors you may have appointed, to achieve the best possible financial outcome for your beneficiary. Whether you are a trustee or a deputy, acting in a professional capacity, or working on behalf of a beneficiary, we understand the immense pressure the responsibility can bring when you handle financial affairs on behalf of the beneficiary.
To find out more about our Personal Injury and Court of Protection service, use the contact form on this page or email marketing@jmfinn.com.
1. Understand the situation:
We would initially gather all of the relevant information about the individual including details of their assets and financial requirements for their own future.
2. Devise an investment proposal:
Once we have all of the information, we will then create a specialist investment proposal designed to best meet the individual’s future needs and requirements. This will include details of how and where we will invest the funds, as well as anticipated returns and risk levels.
3. Arrange a meeting:
Once you have had a chance to consider our investment proposals we would have a meeting to discuss the proposals in greater detail as well as answer any questions that you may have.
4. Set up the investments:
If you would like us to proceed with the investment proposal, we would then begin to construct a portfolio specific to the individual’s needs and requirements. Our wealth management service provides for portfolios to be set up and managed on a regular basis to find the most advantageous moment to begin the investments and take advantage of any market opportunities that may exist.
5. Keep you regularly informed:
As a specialist team, we recognise the importance of keeping you regularly informed of our progress in working to try to achieve your financial goals as well as providing invaluable market and portfolio updates. We will have regular meetings to keep you up to date with the progression of the portfolio as well as to note any changes in financial requirements. As part of our discretionary wealth management service, investments are regularly monitored to react quickly to market developments and to try to ensure that your financial requirements are continually being met.
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