Court Of Protection
We were approached by a couple whose son was very seriously disabled due to negligence from the NHS. The subsequent court case has generated £3 million in compensation, however, the Deputy was very unhappy with the current financial advisers who seemed to only be interested in managing the significant funds in the discretionary managed fund service.
We immediately recommended moving £1 million of cash from the COP funds to NS&I Direct Saver thus improving the return by over £60,000. We took over the investment management service and over a period of time (to make best use of capital gains tax allowances) have moved it to our passive structure, thus reducing the investment costs by between 0.5% and 1% pa.
We do not make client details public, however if you are interested in becoming a client and would like to speak to someone who is like you and uses us now, please ask us to put you in touch.