Services · Court of Protection
Compassionate, expert financial guidance for families, deputies, and professional attorneys navigating some of life’s most sensitive financial challenges.
At Supportive Financial Planning, we specialise in guiding families, deputies, and professional attorneys through some of life’s most sensitive financial challenges — with compassion, clarity, and expertise you can rely on.
Managing the finances of a vulnerable person is a serious legal responsibility. Deputies and attorneys face complex duties set by the Court of Protection and the Office of the Public Guardian. Without the right financial guidance, it is all too easy to fall short — and the consequences can be significant.
From managing investments and planning for care to navigating dementia, mental health, and personal injury awards, deputies and attorneys need an experienced, independent financial adviser who understands their legal obligations and can take the complexity off their shoulders.
Our commitment to vulnerable clients and their representatives runs deep. Long before the Mental Capacity Act came into force, our senior adviser Clive Perks gained rare approval from the former Court of Protection’s Investment Division — thanks to the endorsement of Assistant Master Jill Martin, Master Denzil Lush, and the support of a lawyer passionate about protecting the best interests of her Court of Protection clients.
This legacy of trust and proven expertise is the backbone of how we work today. When you work with us, you are working with a firm that has been trusted by the Court of Protection itself — and that trust has been earned over decades, not assumed.
Court of Protection Investment Division approved — rare recognition achieved long before the Mental Capacity Act
Endorsed by senior Court of Protection masters — a track record built on genuine trust and expertise
25+ years of specialist experience working with vulnerable clients, deputies, and professional attorneys
Fully independent and FCA regulated — advice that serves P’s best interests, and no one else’s
Working alongside deputies, attorneys, and families is at the heart of what we do. We understand the responsibilities set by the Court of Protection and the Office of the Public Guardian — and we help you meet them with confidence and care.
Personal injury, acquired brain injury, or criminal injury awards often come with complicated family dynamics. We know how important it is to stay focused on what matters most: P’s wellbeing and financial security. We’ll help you manage expectations, handle conflicting views, and safeguard awards so they are used exactly as they should be — in P’s best interests.
From dementia and mental health care funding to managing investments for long-term security
Sustainable solutions for at-home or residential care, planned around P’s needs
Managing conflicting family views while keeping P’s interests at the absolute forefront
Taking the pressure off your shoulders so you can make informed decisions every step of the way
A multi-disciplinary approach combining financial expertise, deep legal understanding, and genuine compassion — so deputies and families can act with confidence.
Expert guidance to help deputies and attorneys fulfil their Court of Protection and OPG responsibilities with confidence and clarity.
Managing P’s funds with care, ensuring they are invested appropriately to meet present and future needs — always in P’s best interests.
Sustainable financial plans for at-home or residential care — structured to protect P’s funds and support their wellbeing for the long term.
Sensitive support for families and deputies navigating the financial complexities of dementia, mental health conditions, and loss of capacity.
Expert management of personal injury, acquired brain injury, and criminal injury compensation for vulnerable clients — safeguarded and invested with care.
Clear, thorough reporting to the Court of Protection, Office of the Public Guardian, and all relevant parties — so nothing is left to chance.
“Very thorough, clear and supportive. Thanks for your help and support over the last twelve months — so very much appreciated by all of us.”
“Good, clear and precise advice and all questions answered. I feel very happy with Clive's advice and look forward to future co-operation.”
“Complete clarity and a real effort to empathise with our needs. Supportive Financial Planning make every effort to meet their customers' needs and provide excellent financial advice.”
“First class advice — I finally feel ecstatic and relieved. Thank you. The weight I'd been carrying for years simply disappeared after our first session.”
“Clive has taken a huge load off my mind — I trust him completely. I finally feel like someone truly has our family's best interests at heart.”
“Clive, you give us all the time and understanding we need. We never feel rushed. We always feel heard. Thank you from the bottom of our hearts.”
Whether you are a deputy, attorney, or family member navigating a Court of Protection matter, we are here to help — with the experience, sensitivity, and independence your situation demands. Our free consultation is the first step.
