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Financial Services for Deputies and the Court of Protection

Adroit are experts in the field of catastrophic personal injury and medical negligence and prides itself on the work it does with Deputies and the Court of Protection.

Our expertise

Our financial consultants collectively have in excess of 80 years’ experience of working in this highly specialised area, providing a personalised financial planning service to many law firms and Deputies across the country.

When it comes to providing advice, we have an in-depth process to ensure that assets are managed efficiently, minimising risks and maximising returns. The process includes extremely detailed fact finding, risk profiling and cash flow modelling.  Once we have agreed the aims, objectives and risk profile a portfolio is constructed. We advise on the structure, to minimise the impact of taxation and take just enough risk to ensure that funds last for the lifetime of the client. This is reinforced by regular reviews at which we go through the same process, reviewing the strategy and checking that the plan remains on track.

As a Deputy, you can be assured that your client is getting the best possible service from us because of our approach and in-depth knowledge.

Additional services

Our services don’t stop with financial planning advice. We have a resident state benefits expert to help ensure that clients receive all of the benefits they are entitled to. We are also highly experienced at PPO indexation calculations, checking payments that are due.

 

Contact us

For further information about the work we do with Deputies and the Court of Protection, contact our team of specialists.

What our clients say

Michael Knott, Senior Practice Director at Slater and Gordon Lawyers, has this to say about Adroit: 

"The Slater and Gordon Court of Protection team have worked hand in h and with Adroit Financial Planning for over 10 years. Adroit provide quality, practical and timely financial and investment planning as a critical part of three-dimensional advice for our COP clients. Adroit’s service is innovative, positive and value added.  Advisers are independent but really feel part of the team; they are informed and make it their business to understand mine and those of my clients. Combine this with great technical knowledge; bags of common sense; a no fuss but commercial approach and great end results we feel in very safe hands."