Through our work with the Court of Protection, we have built up a wealth of experience in managing investment portfolios for people who have received damages awards as a result of personal injury or clinical negligence. We also work with those who come under the control of the Court of Protection.
Our dedicated team is made up of professionals with comprehensive and specialist knowledge in this complex arena. We keep pace with the many changes to the legislation and guidance that govern the ways we invest money on our clients’ behalf.
In the time that we have spent working with the Court of Protection, we have developed a full understanding of individual requirements and how good investment management can enhance the lives of Court of Protection award recipients.
Our primary focus is providing a low-risk, steady growth in income while protecting the capital value of assets so that long-term care is provided for, free from worry or concern.
When designing individual portfolios, we pay particular attention to cash-flow planning, but our work does not stop there.
We know that no two clients are the same. This is why we start with a blank canvas, gradually building up a complete picture of each individual’s situation, needs and objectives. What’s more, our nationwide network of offices and low staff turnover facilitate a personalised approach that is key to our offering.
While providing the highest level of personal service, we remain transparent about what we do and why we do it. We provide an up-to-date valuation every six months and we always keep those we invest on behalf of informed about any changes made to their portfolios. We explain the rationale behind our investment decisions and provide regular portfolio performance measurements.
Our top priority is to help secure the long-term financial wellbeing of our clients. To this end, we have a measured and disciplined attitude to investment, with three key principles:
The value of investments and the income derived from them can go up as well as down and you may not get back your initial investment.
To find out more contact:
Tel: 020 7597 1234
