The value of investments and any income from them can fall and you may get back less than you invested.
Our team of trained wealth managers can work with you to look after the long-term financial interests of persons in receipt of personal injury and damages awards, easing your burden by focusing on the safe day-to-day management of the recipient's investment portfolio.
Two key areas of support
When you engage with us, you have the reassurance of knowing your client (and/or their Deputy) have access to two types of adviser:
Our financial planners can help to clearly define your client's financial needs over the short, medium and long-term. They will establish any special requirements that your client or their family may have, before delivering practical advice and solutions. Regular reviews will ensure that any changes in your client's financial situation or circumstances are factored into their bespoke plan.
Your Brewin Dolphin investment manager will develop a safe investment strategy that reflects an appropriate attitude to risk and the right balance between the need for an immediate income and long-term capital growth. They will ensure your client's investment portfolio is structured in the most tax-efficient way, seamlessly investing any award sums received on a periodic basis.
Expert advice and support
Formed in 1998, our specialist team has deep experience of working with the Court of Protection and have built up a detailed understanding of the rules and requirements in this area. They also have working knowledge of the Mental Capacity Act and how it relates to the individual, the Deputy and how it affects the management of an investment portfolio.
Clients will sometimes have retained mental capacity, but in other cases this will have been lost as a result of their injury. Depending on your preferred approach, we can build relationships directly with your client or with their professional deputies.
Safeguarding the interests of clients
Our team of trained wealth managers have considerable experience in this specialist area and are sensitive to the unique requirements of clients who have gone through a life-changing experience. Our aim is to build a trusting and lasting relationship.