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    We can act as a financial adviser, investment manager, tax consultant and accountant for your Court of Protection clients...

    Working with legal partners to provide an added value service to clients

    At PM+M, we understand that a solicitor’s role as deputy to clients can present time constraints, important reporting requirements and often the need to provide support to vulnerable individuals.

    We recognise that the Court of Protection process can be challenging, however, from our experience, we have seen that many firms value having access to specialist financial and tax planners who can support their services, help with overcoming any unexpected hurdles, manage the process more efficiently and ensure that clients remain a priority throughout.

    Our planning experts are here to help you – we can act as a financial adviser, investment manager, tax consultant and accountant for your Court of Protection clients whilst providing a caring and holistic approach at all times, allowing you to spend more of your valuable time on supporting their requirements and delivering the best service possible. We can provide advice on both new and existing cases, with the latter including in-depth reviews of your current Court of Protection clients to support your ongoing due diligence.

    You can find out more about our Court of Protection service here.

    PM&M Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.

    We have no hesitation in recommending PM+M’s Court of Protection services. We have found that the service saves us time and improves our processes, and we have found that PM+M’s approach with our clients is professional and knowledgeable, whilst maintaining sensitivity. It’s great to work with a firm you can trust!
    Stephen Greenwood, Farleys Solicitors

    Here’s What You Can Expect

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      A Unique Investment Approach To Suit All Requirements

      We offer three different investment approaches, which can be selected based on your client’s needs and circumstances – PM+M’s Managed Portfolio Service (where our team manage underlying investments proactively, providing reassurance that your client’s investments are monitored on an ongoing basis), advisory (if the court order doesn’t allow for discretionary fund management, we can review portfolios and recommend changes) and finally, our ESG approach (PM+M’s own Environmental, Social and Corporate Governance offering)

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      A dedicated team delivering year-round support

      A team of specialists will be selected from across our firm to provide annual review meetings and valuations in line with reporting periods but also support you and your clients throughout the year, being available and on hand to assist in any way we can, whenever we’re needed

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      Ensuring your client remains priority

      We care deeply about safeguarding your client and therefore, throughout our work, we’ll be committed to keeping them as priority with a focus on managing their finances in the most sustainable way and considering the best options for the short, medium and long term

    Speak To An Expert

    For an initial consultation with one of our specialists, feel free to give us a call on 01254 679131 or email us on, and one of our team will be happy to arrange an appointment.

      You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. By submitting this information, you have given your agreement to receive verbal contact from us.

      To view our legal privacy notices (including Standard Terms of Business), please click here.

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