Verified recordFinancial Services

Daniel Edmundson

Specialist Financial Planner - Personal Injury and Court of Protection Team at Chase De Vere

Based in United Kingdom

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Seniority

Staff

Department

Finance & Accounting

Location

United Kingdom

Industry

Financial Services

Company size

603

Contact information

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Email

1 credit

d•••••••@chasedevere.co.uk

Phone

5 credits

+44 ••• •••• ••••

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Background

About Daniel Edmundson

The receipt of a compensation payment is often a confusing time for a claimant. Can I afford to buy a house? What is the best way to ensure my care needs can be met? How can I protect my settlement? What should I do to maximise my compensation over my lifetime? How will my benefits be impacted? Often the conclusion of the litigation process can come as a huge relief to the claimant. However, this can create a whole new set of issues for the claimant to consider, some of which they may never have had experience of within their lifetime. This can be a daunting time for a claimant that often leads to decisions that are taken that could undo some of the hard work involved in securing the settlement in the first place. Help is at hand however via a Specialist Financial Planning who can guide the claimant through their lifetime. After all, legal expertise was required to secure the settlement so why should the support stop post settlement? As a Specialist Financial Planner who works exclusively with individuals in receipt of compensation payments or under the auspices Court of Protection, my role is to hold the hand not only in the early stages but throughout their lifetime. This is achieved by providing information relating to solutions that are suitable for the individual in a clear, easy to understand manner. This is designed to equip each individual, Trustee or Deputy with the tools in order for them to confidently make decisions to meet their specific needs. Support is provided initially via a consultation that is held without charge that is designed to get to know the individual and understand what they really wish to achieve. This consultation also provides an opportunity to understand how I can help as well as ask any questions. At the end of this consultation enough understanding will have been obtained to identify the tools that may be suitable to help the individual construct their financial future. Thereafter, further meetings can be held should the individual wish to continue their journey with an experienced, knowledgeable hand on their shoulder to ensure that they can continue to make the best decisions for themselves throughout their lifetime. Please do not hesitate to get in contact should you wish to discuss anything further without obligation or without charge.

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