Protect your clients’ future

Court of Protection and Personal Injury Investment

Sound investment management is critical for your clients’ long-term wellbeing in challenging, unpredictable situations.

  • Ensure your clients’ long-term care

    For clients receiving damages as a result of personal injury or clinical negligence, or those under the control of the Court of Protection, the future can be uncertain. It’s critical their money is invested well. We design investment portfolios to meet their specific needs, now and in the future.

  • Protecting your clients’ awarded damages
    Our portfolios are tailored to protect capital value and give low-risk, steadily growing income. We focus carefully on cashflow planning and maintaining appropriate liquidity, whether in cash or bonds. Each investment strategy is constantly reviewed to remain suitable for your clients’ needs.


Find out more

Jonathan Taylor

Divisional Director

If you'd like to find out more about our Court of Protection and Personal Injury service, call me or complete our contact form.

Personalised service

Our specialists are highly experienced in recognising an individual’s unique requirements. We build a full picture of the client's specific circumstances, needs and objectives, so that we can deliver the highest level of personal service to provide a lifetime of care.

Proven expertise

We have a proven track record of working with the Court of Protection. We were appointed panel fund manager to the Court in 2003 and held that position until the panel fund managers were discontinued under the Mental Capacity Act.

How we communicate

We provide:

  • An up-to-date valuation every six months
  • Information on any portfolio changes
  • The rationale behind our decisions
  • Regular performance measurements
  • happily meet with beneficiaries and their families if desired.

See how else you can help your clients manage their investments