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
- 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)
- 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
- 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 firstname.lastname@example.org, and one of our team will be happy to arrange an appointment.