Personalised service

In these volatile times, we use the longevity of our experience with clients, to help steer them through difficult periods. We use our longstanding knowledge of our clients’ unique requirements to ensure that we continue to provide high quality appropriate financial advice and enable the peace of mind that comes along with knowing someone for a long period of time.  To meet your individual needs, we create bespoke solutions.

A dedicated team

Our specialist Court of Protection and Personal Injury team provide investment services to deputies and trustees throughout the country. Wherever you would like to see us, we can be there. We pride ourselves in providing a professional, yet friendly and approachable service to our clients, which helps us build relationships over a long period of time.  

Proven time and time again

Over the years, we have learned that our clients benefit from our clear and concise financial reports that help you understand the investments required to meet your clients’ needs and also assist you in efficiently completing your regular reporting to the OPG (Office of the Public Guardian). Our knowledge and experience of the processes of the OPG and CFO (Court Funds Office) can also assist you in your day to day tasks. We help you make light work of your paperwork.

Jonathan Taylor
Jonathan Taylor, Divisional Director

The team have been looking after the finances for individuals with compensation payments for almost 20 years. The financial world is complicated enough at the best of times, so it is our aim to take some of the burden away from our clients so that they can rest assured that we are looking after their best interests and not taking unnecessary risks. We take pride in being very approachable and presenting our information in a way that is easily and quickly understood.

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The latest insight from our Court of Protection team

Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.