Court of Protection Services

Court of Protection & Personal Injury Investment

I understand how important it is to provide a professional, reliable service for you and those you represent. I know that your role comes with significant responsibilities, and you need to work with advisers who truly understand your needs.

That’s where I come in. My specialist service is designed to help you navigate the often complex process of making appropriate investments on behalf of those in your care. I have extensive experience advising in this area and have built strong relationships with professionals across the Court of Protection, the Office of the Public Guardian (OPG), and the Court Funds Office.

Working in this field requires more than just financial knowledge—it demands a thorough understanding of the roles and responsibilities of Deputies, along with the legal and moral duties you are entrusted with. I appreciate that individuals under the Court of Protection, or those with personal injuries, have very specific financial needs.

For example, compensation awards are often intended to cover long-term care packages. It’s essential that these funds grow steadily and sustainably over time, so they can provide security for the individual they are meant to protect. I make it my priority to ensure every investment strategy is carefully tailored to meet both the client’s needs and the deputy’s legal and moral responsibilities.

Helping vulnerable people during difficult times is a responsibility I take seriously. I take the time to understand the nuances of each individual’s circumstances, the legal requirements you must follow, and the best way to structure investments so funds are preserved and grow responsibly over time.

If you are acting on behalf of someone under the Court of Protection, or managing personal injury funds, I am here to provide clear, professional guidance and peace of mind. Together, we can ensure that your responsibilities are met with care, diligence, and confidence.

Contact me to discuss how I can help you manage these specialist investment requirements.

I can honestly say that LUNA’s service has been exemplary throughout the process and they could have not done anything better!

Steve Review - Caerphilly Nov 2020

Get in touch today for a no obligation chat about Court of Protection Services