I represent someone who’s lost their capacity

Losing capacity can be a difficult and emotional time for everyone involved.

Ready to talk?

We’re here to guide families and other professionals through the financial responsibilities that arise when someone can no longer manage their own affairs.

Support when you need it most

We are here to answer all your questions and liaise with other professionals to ensure a smooth experience. Our forecasting tools help you visualise the outcomes of the available options, so you can feel confident to make informed decisions.

Our experienced team provides clear, compassionate guidance to ensure everything is managed properly and in their best interests. From meeting legal obligations to protecting long-term financial security, we’re here to help every step of the way.

Many people find it challenging to manage their own financial affairs. When you’re acting on someone else’s behalf, there are further complexities to consider.

Planning for later-life care and potential health needs

Nobody likes to think about declining health, but planning for it is essential. With us, you’ll explore options like long-term care insurance and receive guidance on structuring assets to protect your family from care costs.

Safeguarding investments and assets

We review and manage existing investments, savings and property to help protect long-term value. By making decisions that reflect the individual’s best interests and comply with legal frameworks, we ensure their assets remain secure and continue to support their future needs.

Supporting other professionals

We work closely with attorneys and Court of Protection deputies to ensure financial decisions are made responsibly and in line with legal duties. Our collaborative approach provides clear communication and peace of mind that every action taken is in the individual’s best interests.

The value of units can fall as well as rise, and you may not get back all of your original investment.

The Protection plan will have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse.

I represent someone who’s lost their capacity

We’re here to guide families and other professionals through the financial responsibilities that arise when someone can no longer manage their own affairs.

Support when you need it most

Planning for later-life care and potential health needs

Safeguarding investments and assets

Supporting other professionals

Time to talk?

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