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.