Court of Protection Services

Court of Protection & Personal injury investment

At LUNA Financial planning we understand that providing a professional service to you and those you represent is one of the most crucial parts of your business.

We know that you wish to discharge your responsibilities fastidiously and only work with professionals that truly understand your needs.

Our specialist service is designed to help you navigate the difficult  terrain of making appropriate investments on behalf of those in your care.

Our experienced advisers understand the requirements of your position and can advise you in all aspects of your investment duties. With extensive experience, we have solidified relationships with professionals through dealing with the Court of Protection, the Office of Public Guardian (OPG) and the Court Funds Office.

This particular area of financial advice requires a thorough understanding of the roles of Deputies as well as having extensive knowledge of the legal & moral responsibilities required.

We understand those under the auspices of the Court of Protection or with personal injuries, have very specific needs.

For example, as compensation awards are often intended to pay for long-term care packages, it is crucial that funds grow steadily and sustainably over time.

This specialist area of investment requires an understanding and knowledge of the client’s needs and the legal responsibilities and moral duties deputies encounter, whilst representing vulnerable parties at difficult times in their lives.

At Quilter Cheviot, we have a clear understanding of the intricacies of an individual’s circumstances due to personal injury as well as the deputy’s role, responsibilities and requirements.Contact us

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

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