We help families understand their financial entitlements, manage costs, and access the funding they deserve – at every stage of the care journey.
The adjustment from hospital to home is rarely just a medical one. It often brings with it a radical change in household income, new care costs and a maze of welfare benefits that can seem overwhelming in the absence of the right support.
We want to help you approach financial difficulties and any gaps in funding with the utmost awareness. Our specialist network can assist you with pre- and post-settlement financial planning, pension loss advice, appropriate welfare benefits and more.
Setting up trusts to help protect compensation payments while preserving eligibility for means-tested benefits.
Exploring care funding options and mapping out sustainable ways to meet ongoing care and support fees, pre- and post-settlement.
Creating tailored investment plans to help manage and grow compensation or settlement funds over the long term.
Helping you check what benefits you may be entitled to, manage applications and support appeals if a claim is challenged.
Offering specialist assistance with pension loss calculations, expert evidence and pension-sharing arrangements during divorce or separation.
Guidance and ongoing support for deputies, trustees and attorneys responsible for managing someone else’s finances.
A Clear 3-Step Process
Initial conversation
We begin with an open conversation. This involves listening to your situation in as much detail as you would like and asking some questions to get a sense of how we can help.
Personalised Plan
After the initial call, we speak to our specialist colleagues and expert contacts to decide the best information and avenues to offer to you.
Follow-up conversation
We usually follow up with another call, which might be us advising you or passing you on to an expert contact from our trusted network – this might be a solicitor, a therapist or a financial advisor, for example.
You may benefit if...
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You need financial advice immediately after a serious injury
How we can helpWe intervene as early as you need, discussing your financial position and mapping out the best next steps
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You’re helping someone who can no longer manage their finances
How we can helpWe offer advice and guidance through our Court of Protection and deputyship specialists
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You don't know what benefits or funding you can access
How we can helpWe will help identify your entitlements and support you with securing those right the way through
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You’ve received compensation and need help managing it
How we can helpWe help you access Personal Injury Trusts to protect your settlement, or advise on an investment plan where needed
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You’re a family member who bears a lot of financial responsibility
How we can helpWe support the financial interests of both the patient and any family who may be impacted
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You’re worried about ongoing care costs
How we can helpWe focus on both the short and long term, enabling you to comfortably plan for the future
You may benefit if...
How we can help
Recovery is about more than physical rehabilitation. Our team provides compassionate support throughout your journey.
The UK welfare system is designed to support individuals with disabilities and their carers, but the application process can be daunting. Attendance Allowance, for example, is a tax-free benefit for people aged 65 or over who need help with personal care due to a physical or mental disability. It is not means-tested, meaning your savings and income do not affect your eligibility, but the level of care you require does. In contrast, Personal Independence Payment (PIP) is for those aged 16 to 64 and is assessed based on your ability to carry out daily living and mobility activities.
Carer’s Allowance is a vital support for family members who provide substantial care. To qualify, you must care for someone for at least 35 hours a week and meet specific earnings criteria. However, it is also important to understand that receiving Carer’s Allowance can sometimes affect the benefits of the person you care for, so careful planning is required. Our specialists can help you navigate these interactions and ensure that your family’s overall benefit position is maximized.
Beyond national benefits, local authority funding is often means-tested and varies significantly by council. This funding can cover essential care services, including home care, respite breaks, and equipment. Understanding how to approach a social care assessment and how to present your needs effectively is crucial. We work with families to prepare for these assessments, ensuring that your voice is heard and your needs are clearly communicated to the local authority.
Robert has spent 15 years helping families secure PIP and housing support. He specializes in navigating the complexities of the DWP assessment process and has a deep understanding of how to present medical evidence effectively. His approach is empathetic and practical, focusing on securing the maximum entitlement for every family he works with. He is particularly skilled in managing appeals and tribunal preparation.
Sonia is an expert in long-term trust planning and charitable grant navigation. She works closely with families to identify injury-specific grants and supports the application process from start to finish. Sonia believes that every family deserves access to the resources that can make a tangible difference in their recovery journey. She is meticulous in her research and has a network of charitable contacts that few other advisors can match.
Marcus specializes in the intersection of local authority funding and private care coordination. He helps families navigate the social care assessment process and ensures that private care packages are structured in a way that is sustainable and compliant with local authority rules. Marcus has a deep understanding of how to balance public and private funding streams to maximize support. He works closely with local councils and care providers to find solutions that meet