Court of Protection
We provide specialist financial planning for deputies, solicitors and vulnerable beneficiaries, helping manage investments, income and long term financial needs with clarity, care and structure
Modern | Dynamic | Honest
Managing significant compensation awards for vulnerable beneficiaries requires more than investment management alone. It demands care, precision, independence and a long term strategy designed around the individual’s lifetime needs.
At Celtic Financial Planning, we work alongside solicitors, professional deputies and families to provide bespoke financial planning and investment advice for clients subject to Court of Protection arrangements, often following medical negligence or catastrophic injury claims.
As Chartered Financial Planners and an independent, FCA authorised firm, we provide tailored advice designed to protect vulnerable clients while supporting deputies in meeting their ongoing responsibilities and duties.
Trusted Support for Professional Deputies
We understand the unique responsibilities faced by solicitors and professional deputies managing substantial compensation awards on behalf of vulnerable individuals.
Our role is to provide clear, structured and independent financial planning that helps ensure funds are managed appropriately, sustainably and in the best interests of the beneficiary over the long term.
We work collaboratively with:
- Court appointed Deputies
- Solicitors acting for vulnerable clients
- Litigation and medical negligence specialists
- Families and carers
- Case managers and professional support teams
Every case is different. Our approach reflects that.
Bespoke Financial Planning for Complex Needs
Compensation awards are often intended to provide financial security for decades. Poor planning, unsuitable investment strategies or a lack of ongoing oversight can have significant consequences.
We provide bespoke advice tailored to the individual circumstances of each client, including:
- Long term cashflow and expenditure planning
- Investment management
- Income sustainability planning
- Tax efficient planning where appropriate
- Trust and estate planning considerations
- Inflation modelling and future care cost analysis
- Coordination with legal and professional advisers
- Ongoing reviews and reporting for deputies and families
Our planning process is designed to balance long term growth, liquidity requirements and risk management while recognising the vulnerability and specific needs of the beneficiary.
Client First Approach
As independent financial advisers, we are not tied to any provider, investment company or restricted panel.
This independence allows us to provide advice that is focused solely on achieving suitable outcomes for the client and supporting deputies in fulfilling their obligations with confidence.
We believe this is particularly important within Court of Protection work, where transparency, suitability and governance matter enormously.
Chartered Financial Planners
Chartered status is widely regarded as the gold standard for financial planning professionalism and technical expertise.
For solicitors and deputies seeking trusted professional partners, this provides reassurance that advice is delivered to the highest professional and ethical standards.
Our advisers combine technical expertise with a practical, human approach to supporting vulnerable clients and the professionals acting on their behalf.
Certified B Corp Firm
Celtic Financial Planning is proud to be a Certified B Corporation.
B Corp businesses are independently assessed for high standards of social and environmental performance, accountability and transparency.
For many professional deputies and legal firms, working with trusted organisations that demonstrate strong ethical values and long term thinking is increasingly important.
Our B Corp status reflects our wider commitment to responsible business practices, transparency and putting people first.
A Collaborative Long Term Partnership
Successful Court of Protection financial planning relies on strong professional relationships.
We aim to become a trusted extension of the wider professional team, providing dependable support, responsive communication and clear ongoing advice for deputies, beneficiaries and families alike.
Our service is deliberately personal, discreet and tailored to the needs of each individual case.
Why Solicitors & Deputies Choose Celtic Financial Planning
Independent Financial Advisers
Chartered Financial Planners
Experinced Supporting Vulnerable Clients
Bespoke Investment Solutions
Collaborative Apporach
Long Term Focus on Sustianable Solutions
Speak to Our Team
If you are a solicitor, deputy or professional adviser seeking specialist financial planning support for vulnerable beneficiaries or compensation awards, we would be pleased to discuss how we can help.
Contact Celtic Financial Planning to arrange an initial conversation with our team.
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01352 390 121
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hello@celticfp.co.uk
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Mon-Fri, 09:00-17:30
Important Information
Financial planning and investment advice for Court of Protection clients will depend on individual circumstances and objectives.
The value of investments can fall as well as rise and clients may get back less than originally invested.
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