The Office of the Public Guardian (Previously The Public Guardianship Office)
Premier Wealth Management has historic experience of advising on Office of the Public Guardian and Court of Protection Investment. If you are acting as a Court of Protection Deputy (previously a Receiver) it will be your responsibility to manage the money on behalf of the person for whom you act. This involves taking decisions relating to investment of that money.
We can guide you through a complicated set of rules and requirements. Investing on behalf of others is a big responsibility, and as a Company we like to think that we make the process easier whilst also ensuring that the investment requirements and objectives are complied with. We have empathy with our clients at all times in such cases.
We have a defined and compliant fee structure for such cases, which is available at outset.
Get in touch
We are happy to discuss your investment, retirement or tax planning requirements with you.
On investment portfolios, pension portfolios, ISAs, Trust/Charity investment and Inheritance Tax planning.
The on-going advice and support that we give to clients, together with the regular portfolio reviews is certainly not common place in the industry!
As Independent Financial Advisers, we are able to offer you a choice of all the methods of payment available.
Our fees are exceptionally competitive, we normally do not charge for an initial interview. We believe that the service we provide is second to none and we also believe that our investment portfolios are run and managed on the lowest possible charges.