Services
Specialist financial & reporting support for professional deputies and trustees
Easing the burden of your fiduciary responsibilities
Navigating your duties as a Court of Protection Deputy, solicitor, or trustee for a vulnerable person is a role of immense responsibility. You face the dual pressures of acting in your client's best interests while meeting the rigorous compliance demands of the Office of the Public Guardian (OPG).
At Armstrong Watson, we understand the unique challenges of your role. We provide an integrated suite of financial planning, investment management, and specialist accounting services designed to mitigate your professional risk, streamline your administrative workload, and help you fulfil your duties with confidence and efficiency.
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Our integrated support for your professional role
We provide dedicated support across the entire lifecycle of a personal injury or clinical negligence claim.
For solicitors: Strengthening your claim pre-settlement
Our forensic accounting team provides robust, court-ready financial analysis to help you quantify complex claims accurately. We act as a vital part of your litigation team, providing the evidence needed to secure the best possible outcome for your client.
For deputies & trustees: Managing awards post-settlement
Once a settlement is awarded, our focus shifts to long-term support. We work with you to manage the award prudently, ensuring it meets the beneficiary's lifetime needs while simplifying your annual reporting and compliance obligations to the OPG.
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Get in touch with one of our experts.
Contact the teamWhy choose Armstrong Watson as your fiduciary partner?
We are more than a service provider; we are a strategic partner dedicated to supporting you in your professional role.
Integrated expertise under one roof: As a firm of Chartered Financial Planners and Accountants, we provide a seamless, holistic service. Our teams collaborate to ensure your client's investment strategy and tax reporting are perfectly aligned, saving you time and preventing crucial details from falling through the cracks.
Deep sector experience: We have a dedicated team of specialists with extensive experience working with Court of Protection deputies, personal injury trustees, and leading solicitor firms across the UK. We understand the regulatory landscape and the nuances of your role.
Frequently asked questions
Find expert answers to your questions on Court of Protection compliance, OPG reporting, and specialist financial support for professional deputies and trustee
Yes, we offer a fixed fee for the preparation of OPG annual accounts. This provides you and your client with complete transparency and cost certainty from the outset.
Our primary focus is on capital preservation and generating a sustainable income to meet the beneficiary's lifelong needs. We use cashflow modelling to inform our strategy and construct diversified, multi-asset portfolios that are managed prudently and in line with the trustee's duty of care.
Turnaround times vary depending on the complexity of the case, but we always work to agreed-upon deadlines established in conjunction with the instructing solicitor to meet court timetables. We understand the time-sensitive nature of litigation.
We see ourselves as an extension of your professional team. We maintain clear lines of communication and provide you with all the necessary documentation and reporting you need to fulfil your duties, whether it's investment performance reviews for your OPG report or expert witness statements for court.
We work with you to gather all necessary financial information, from bank statements to investment valuations, and prepare the full set of accounts required for your OPG report submission. Our process is designed to be collaborative and efficient, saving you significant administrative time.
Contact our specialist team today
Whether you are a solicitor building a case or a deputy managing a protected person's affairs, our team is here to provide the specialist support you need. Contact us for a confidential, no-obligation discussion about your requirements.
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Get in touch to speak to one of our specialist advisers and explore how we can help you.
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