INDEPENDENT ADVICE FOR MAXIMISING YOUR DAMAGES AWARD
After the upset and trauma of a personal injury, you need to be assured that any damages award you receive will be managed prudently and effectively. Our Personal Injury and Court of Protection Team has more than 30 years’ experience providing trusted independent financial advice.
SUPPORT WHEN YOU NEED IT MOST
It is important to receive specialist advice to support you through every stage of the claims process.
Early engagement is crucial as we can help determine your likely long-term financial needs to help shape the settlement, including periodical payments, and act as expert witness during the negotiation phase. We can then create a tailored financial plan which we will review and adapt when required to ensure it meets your future objectives.
WORKING WITH YOU
INTRODUCTORY MEETING
INTRODUCTORY MEETING
At your home, place of work or our local offices, you’ll discover more about Chase de Vere, how we work and most importantly, how we can help.
INFORMATION GATHERING
INFORMATION GATHERING
The more we understand about you and your financial situation, the more robust our advice.
FINANCIAL ANALYSIS
FINANCIAL ANALYSIS
Your personal adviser will analyse your financial situation alongside your needs and priorities.
RECOMMENDATIONS
RECOMMENDATIONS
We will present you with an individually tailored strategy within a personal financial plan.
IMPLEMENTATION
IMPLEMENTATION
Once you are entirely satisfied, we can begin to put your plan in place.
ONGOING REVIEW
ONGOING REVIEW
We offer several options moving forward. Your adviser will work with you to find out what works best for you.
PROTECTING WHAT'S YOURS
We understand your settlement will have been hard fought for and respect that it will require careful management to meet your needs. In planning your financial future, we’ll consider the potential impact on means-tested state benefits to protect your entitlements.
AWARD-WINNING ADVICE
Our Personal Injury and Court of Protection Team is a rare breed. There are a limited number of truly independent specialist advisers in the whole country who can offer an unparalleled level of knowledge and experience on personal injury cases like we are able to.
RECOGNISED AND TRUSTED EXPERTS
Regarded as an ‘expert of choice’, we are an indispensable partner to lawyers representing a wide range of claimants across the UK, both pre and post-settlement.
FOR THE LONG-TERM
Chase de Vere has been one of the country’s leading independent financial advisers for almost half a century. Some of our clients have been with us for decades. As a member of the highly-regarded Swiss Life Group, we will be around for many years to come.