Adroit are experts in the field of catastrophic personal injury and medical negligence and prides itself on the work it does with Deputies and the Court of Protection.
Our Expertise
Our financial consultants collectively have in excess of 80 years’ experience of working in this highly specialised area, providing a personalised financial planning service to many law firms and Deputies across the country. When it comes to providing advice, we have an in-depth process to ensure that assets are managed efficiently, minimising risks and maximising returns. The process includes extremely detailed fact finding, risk profiling and cash flow modelling. Once we have agreed the aims, objectives and risk profile a portfolio is constructed. We advise on the structure, to minimise the impact of taxation and take just enough risk to ensure that funds last for the lifetime of the client. This is reinforced by regular reviews at which we go through the same process, reviewing the strategy and checking that the plan remains on track.
As a Deputy, you can be assured that your client is getting the best possible service from us because of our approach and in-depth knowledge.
Additional Services
Our services don’t stop with financial planning advice. We have a resident state benefits expert to help ensure that clients receive all of the benefits they are entitled to.
We are also highly experienced at PPO indexation calculations, checking payments that are due.