Working with Professionals

Court of Protection for Professionals

Help your client create a life free from financial burden. A specialist bespoke investment service for your Court of Protection and Personal Injury Award clients.

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Benefits of our Court of Protection Investment Service

Our highly personalised service allows our Investment Managers to create a deep relationship with you and your client, creating an investment portfolio specifically designed to meet their needs and long-term protection.

We have a specialist team with over 30 years of experience working together, who understand the complexities and sensitivities required to deliver a high standard of service.

Each deputy will have direct contact with our specialist team, speaking directly to the person responsible for your client’s investment portfolio.

We have strong working relationships with the Court, Ministry of Justice, and associated lawyers and other specialists across England, which we can draw upon to support you and your client, where needed.

Each deputy will be able to maintain regular contact with our highly knowledgeable professionals either face-to-face, over the phone or through our secure client portal.

We’ll work with you and your client to construct a bespoke portfolio based on your client’s personal circumstances, investment objectives and risk appetite.

We seek to help your client be tax-efficient, utilising ISA allowances and taking into consideration their Capital Gain Tax allowance.

We’ll monitor and adjust your client’s portfolio to make sure they don’t miss out on appropriate opportunities or are exposed to unnecessary risks.

Working with our Financial Planners, you can get access to sophisticated cash flow modelling and protection advice.

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Our Court of Protection Investment service could be ideal for your client

Providing an Investment Management service for long-term protection demands a special kind of dedication. Our specialist team are comfortable working closely with clients who may have relatively little investment experience, and who may also be subject to ill health or considerable personal stress.

You want to work with specialists

Each deputy will work with a specialist team of eight Investment Managers and support staff, combining personal service with investment expertise.

You're looking for an experienced team

Each deputy will work with an experienced team that currently manages over £500m on a discretionary basis.

You want more than an investment service

Our focus is to build a detailed, comprehensive understanding of each client’s situation, including the welfare of their family members, and extend this analysis into the future, testing various scenarios.

Your client wants peace of mind

You and your client will have peace of mind that their investments are being continuously monitored and adjusted by their Investment Manager.

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Meet the Court of Protection Team

Find out more about the experienced Investment Managers managing portfolios for clients with long-term care requirements.

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Specialists in the Court of Protection field for over 30 years
Managing approximately £550 million worth of funds
Working in synergy with professional deputies, trustees and other specialists to manage client investment portfolios
Client-first perspective, ensuring invested money provides consistently and reliably over the long term.

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What can you expect?

There’s a lot to think about when developing and implementing your investment strategy. We’ve put together everything that’s involved into these five stages:

We’ll start with a conversation, coming together as a collective group to support your client. Within this meeting, we seek to find out about your client’s situation and what everyone would like to achieve. We take this time to get to know you and your client to understand their aspirations and their long-term goals.

We’re happy to work with you and your client or can arrange a meeting with our specialist financial planners to help build a broader financial plan for your client. Alternatively, we can work with their existing Financial Adviser if they have one.

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Understanding your client’s financial goals and attitude towards risk will help us create your financial plan and design a bespoke portfolio that meets their financial needs. We’ll discuss any investment preferences and timescales so we can understand precisely what it is they want to achieve.

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We use the information we’ve gathered to design an investment strategy that will meet your client’s objectives. We’ll consider any existing investments they might have and utilise our research tools and risk software to provide you and your client with a bespoke investment proposal that outlines the costs and charges.

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Once we have agreed your client’s strategy with you and your client, we’ll go about implementing this, constantly monitoring and adjusting their portfolio within the agreed parameters. Using sophisticated research and risk management tools, we’ll make sure your client doesn’t miss out on appropriate opportunities or be exposed to any unnecessary risks.

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Your client’s dedicated Investment Manager will oversee all aspects of the relationship with you and your client as well as your client's investments. You, your client and their deputy will be kept updated regularly on the portfolio performance with our secure client portal and app. You will all also receive regular reports to keep everyone updated, and we’ll be there at any time to discuss first-hand all matters regarding your client’s portfolio.

Your Investment Manager will review your client’s strategy regularly with you to make sure it always matches their situation, goals and risk appetite; adapting investments should anything in their life change.

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