Providing investment services to Court of Protection clients is a special responsibility. Barclays Wealth, via our subsidiary Gerrard Investment Management, has a long and distinguished record of serving Court of Protection clients. Our specialist team has considerable expertise in investing to provide for the future financial needs of people who have received compensation or damages awards.
We have built a close relationship with the Public Guardianship Office (PGO) over the last 19 years, and we are one of only two panel brokers they recommend. As a recommended broker, we adhere to the charges set by the Court, which are substantially lower than usual private client portfolio management charges.
Under our contract with the PGO we manage portfolios on a discretionary basis. Our portfolios are tailored to meet individual investors' specific requirements and are managed in line with an agreed benchmark against which performance is reported.
We see our relationship with our clients and their advisers as a partnership that develops and strengthens over time. We like to start each relationship with a full review of each client’s financial circumstances and requirements. This can include possible pension arrangements, tax efficient investment opportunities as well as portfolio investment management.
Our dedicated Court of Protection team can provide you with expertise in financial planning, investment management and administration.
To learn more about how Barclays Wealth could help you, please complete our online form and we’ll contact you as soon as possible.
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*Subject to system’s availability