Clients who receive compensation for injury or negligence often become wealthy overnight. Many, however, will have less experience of dealing with that than a client that has built up that wealth over many years. As such, it is important that an adviser with extensive experience of dealing with this type of client is appointed.

Having dealt with clients of this type for many years, here at Edgmoor we understand the care, compassion and patience that is needed. We will explain things in plain English to the client and ensure they fully understand any proposals we make prior to any commitment.

We also understand the need to protect any existing benefits that the client is receiving. We will work with your in-house team (if you have one) or one of your partners to ensure that the compensation, where appropriate, is protected by a trust and important sources of income are not lost.

We will seek to understand the clients needs going forward and, where appropriate, provide them with a full cashflow plan so that they can see how their future needs can be met from the funds they have received. Only at this stage will we be in a position to recommend a suitable investment plan for the client.

We would be happy to discuss any client that you think may benefit from our services. We can be contacted here.