Here at Robson Laidler Wealth our team of Chartered Financial Planners can support solicitors with their court appointed deputy clients in having those difficult conversations around setting budgets.
In our experience, when someone receives an award of this level, it can make them or their family feel like they’re millionaires, but it is important that their money is there to support them and meet their needs for the rest of their lives, and that can be a balancing act.
You may feel like you don’t have the right resources or expertise to guide them in this way.
We feel like you cannot do this entirely effectively without using some clever cashflow planning software that we use with all our clients.
This video demonstrates a mock example of a client situation to show you how you can support your clients best and how we can help in that process.
We would love to know your thoughts.
If you would to know more about how we can help your Court of Deputy clients please speak to us.