Court of Protection
Cumberland Place provide expert independent financial and investment advice to professional and lay deputies acting on behalf of recipients of personal injury and medical negligence awards and elderly clients under the Court of Protection.
Our personal injury and Court of Protection specialist, Nick Lowy, has extensive experience in dealing in this specialist area and understands the unique and personal nature of each individual’s situation. Combining this knowledge with the investment management expertise and professional resources of Cumberland Place ensures we deliver the highest level of personal service and achieve the optimum balance of income, growth and capital preservation.
We discuss the individual’s current and expected future income requirements and agree the most suitable investment strategy to cover their expenditure for as long as possible, whilst making use of all available allowances to mitigate tax. Our advice involves regular meetings (at least annually) to check the individual’s circumstances, confirm or change the investment strategy to ensure it meets their objectives, and to review portfolio performance.
Your case is personal and your circumstances unique. We understand that and would love to help you through the process.
Cumberland Place is proud to support the important work of Headway East London. For more information, please see the ‘Social Responsibility’ section on the About Us page.