Court of protection & personal injury

Our dedicated Court of Protection and Personal Injury team have a clear understanding of the intricacies of your role as a deputy or trusted adviser, alongside your responsibility to act in the best interests of your protected party or client. ‎

Our service to you

Our dedicated Court of Protection and Personal Injury team will:

  • Work with you as required to create a tailored financial solution to ensure we meet the needs of your client.
  • Meet with you in the first instance to devise the most suitable strategy and will then review your client’s requirements on an ongoing basis.
  • Offer information, reassurance and support through regular face-to-face meetings.
  • We recognise investing in these circumstances carries great responsibility and your client may be very reliant on the invested sum for the long term. 
  • We also understand that your client’s future needs cannot always be predicted, so we design our portfolios with flexibility in mind. 
  • Your dedicated investment manager will work with you to provide the solution for your client and also offer reassurance and support through regular face-to-face contact to ensure monies are managed according to the established plan.

Discuss your client's needs with us

If you have a client who would benefit from the expertise of our dedicated Court of Protection or Personal Injury team, we would be happy to discuss their requirements in more depth.

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Winner of Wealth Manager of the Year– City of London Wealth Management Awards 2017

Gold Rating, Diary of a Fund Manager – Portfolio Adviser Wealth Manager Awards 2017

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