At AV Trinity we have many years of experience in dealing with the Office of the Public Guardian and the Court of Protection. We provide initial and/or ongoing support to Trustees and Deputies knowing that as Chartered Financial Planners our experience, expertise and independent status makes us an ideal partner.
We advise and report on the following –
- Cash management
- Investment Management
AV Trinity fully understands that creating an investment strategy for Court of Protection clients is a specialist area of advice. Our asset management service gives a Deputy the peace of mind that comes from passing the investment responsibility to an independent company such as AV Trinity who are constantly striving to blend excellence with empathy.
We recognise the importance that Deputies place upon their Duty of Care to clients, and for that reason portfolio reports will be produced on a regular basis, and where required, we are prepared to attend trustee meetings as part of the service that we offer.
AV Trinity tax planning advice and risk/reward evaluation is of an ongoing nature, with the Trustees being reported to annually as part of the service. The Trustees will receive a comprehensive service, including ongoing advice, from a highly qualified team, within a known and efficient cost framework.
We fully understand that every case is different and unique and there is no "one size fits all", so please make contact for an initial discussion.