INDEPENDENT ADVICE FOR MAXIMISING DAMAGES AWARDS
Should your clients need to make a claim, you do everything in your power to ensure they get what they’re entitled to, as quickly and efficiently as possible. However, it’s important to provide the right financial advice to ensure that any settlement effectively meets their specific ongoing needs.
SPECIALIST KNOWLEDGE FOR COMPLEX SITUATIONS
Each of Chase de Vere’s personal injury advisers is a highly qualified professional dedicated to this area of practice, offering specialist knowledge based on years’ of relevant experience. They are skilled in all aspects of financial advice in this complex area.
We offer a comprehensive range of services to support throughout every stage of the claims process. Early engagement - pre-settlement - is pivotal. We can help influence and structure the size of an award then manage it in a comprehensive manner, providing investment advice to meet capital and income needs with consideration of trust services to help protect entitlement to means-tested benefits, including local authority funding.
WORKING TOGETHER TO MEET YOUR CLIENTS' NEEDS
WORKING WITH THE COURT OF PROTECTION
We are experienced at dealing with clients of the Court of Protection
and Deputies/Receivers and the implications of the Mental Capacity Act.
PERIODICAL PAYMENTS
We can produce a fully independent periodical payment feasibility report, execute implementation where appropriate and provide investment advice.
PERSONAL INJURY TRUSTS
To protect the benefits of clients awarded compensation, awards may be placed into a trust. We liaise with appropriate trust lawyers in this respect.
INVESTMENT SERVICES
We provide a diverse range of services to legal professionals and their clients, who can choose to use our full process or just part of it.
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.
AWARD-WINNING SERVICE
Our Personal Injury and Court of Protection Team are 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
We have 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 European Swiss Life Group, we will be around for many years to come.