Professional Services

Court of Protection

If you are appointed as a Court of Protection Deputy for property and financial affairs you will be responsible for managing someone’s finances.
Top 100 Financial Advisers Members 2020

If you are appointed as a Court of Protection Deputy for property and financial affairs you will be responsible for managing someone’s finances. This means that you must keep their finances under regular review, even if there are arrangements or relationships which were put in place before your appointment.

Our qualified Financial Advisers who specialise in Court of Protection and Personal Injury claim payments, have a clear understanding of the intricacies of your role as a deputy or family member, alongside your responsibility to act in the best interests of your protected party or client.

If you are appointed as a Court of Protection Deputy for property and financial affairs you will be responsible for managing someone’s finances. This means that you must keep their finances under regular review, even if there are arrangements or relationships which were put in place before your appointment.

We can provide specialist investment management for a settlement made as a result of a personal injury or clinical negligence claim. We understand the requirements of the deputy and have tailored our services accordingly.

Our Investment Review Service offers a formal, structured process to help Deputies fulfil their duties, including :

  • We help Deputies to ensure that assets are managed efficiently to maximise returns and minimise risks.
  • Preparation of an investment planning report to outline aims and objectives
  • Agreement of risk profile and asset allocation
  • Construction of an investment portfolio to meet the stated objectives and risk profile
  • Advice from a financial adviser on the structure of the portfolio to minimise taxation
  • Regular portfolio reviews and full reporting to provide a clear audit trail
  • Provision of an appropriate benchmark to measure performance
  • Regular meetings with Deputies to review strategy

Specialist expertise

Court of Protection and Personal Injury is a specialist area of advice. Christian Roche, Managing Director, and David Hulse, Head of Wealth Management have more than 40 years of experience between them dealing with various types of investment vehicles, working with Court of Protection and Personal injury lawyers, accountants and investment professionals.