Court of Protection
By working closely with individuals who have been awarded settlements in relation to personal injury or clinical negligence, as well as clients who come under the control of the Court of Protection, we ensure they can continue with their lives without the burden of financial worry.
Through regular communication and meetings, our aim is to foster a close relationship with the deputy, the client, and their family so that we can provide a truly personal solution to meet each client's individual needs.
We recognise how good investment management can be critical to a client's long term wellbeing. We believe that by designing bespoke investment solutions based upon a deep understanding of our client’s individual circumstance, coupled with the continuity of a long-term relationship, we can provide for a lifetime of care and support and give our clients financial peace of mind in the face of an uncertain future.
Our investment philosophy is built around prudent investment management, robust risk management, and our strong belief that solely focusing on returns will ultimately lead to taking unnecessary risks.