Court of Protection

Court of Protection

With our core values of ‘integrity and professionalism’, we are a team of independent financial advisers based in Leamington Spa. We are well positioned for Court of Protection cases where the Court of Protection makes decisions on financial or welfare matters for people who can’t make decisions at the time they need to be made (they ‘lack mental capacity’). At Beaufort we work together for the best possible outcomes, and furthermore have forged strong connections with other professional services, such as solicitors, in a bid to offer a holistic service to clients. Our long-term relationship with clients is paramount, helping them to feel secure with their financial plans throughout life’s ups and downs. We take a personal approach and guide clients through the process every step of the way. Please view our Court of Protection factsheet here.

 
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About Us

We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

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Beaufort Wealth Management Ltd,
7B Tournament Court,
Tournament Field
Warwick,
Warwickshire,
CV34 6LG
01926 460156

Beaufort Wealth Management Limited is an appointed representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No: 469862. Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No responsibility is accepted for the accuracy or content of external websites.

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