Services to Deputies

Niche Private Clients offer specialist financial advice tailored to deputies.

At Niche, we understand the responsibilities that fall on a deputy’s shoulders, and our specialised service is dedicated to supporting you with all your client’s financial matters. Accredited with a Chartered status, we provide comprehensive services for deputies, assisting with reporting to the courts, structuring income, ongoing financial planning and offering tax advice.

Having extensive experience working with deputies across the country, we help reduce the burden of making important financial decisions, help assist you with information that is required on reports to the OPG, and allow you more time to assist and add value to your clients.

We are also cashflow planning specialists, a particularly important faculty when managing funds from a settlement. With a quarterly review of plans, you will be invited to face to face meetings at key reporting dates throughout the year. Our expertise ensures we always put the client at the forefront of everything we do.

Our forecasts consider the future expenses and potential situations that could have a significant impact on your client. By looking at a client’s future goals and requirements, we can create an investment strategy which takes minimal risk, while ensuring it generates the income and return required to meet objectives. We take a forward-thinking approach by creating financial plans that grant your client security, giving them the quality of life that they deserve.

As specialists in this area, we look at both situations where clients have been awarded a settlement and require a brand-new financial plan, as well as reviewing current plans to ensure they meet the needs of the client. As deputies, it falls to you to ensure portfolios are reviewed and in line with clients aims and objectives, which is where we can work alongside you.

To discuss Niche’s Services to Deputies in more detail, please contact the Niche Private Clients team and we would be happy to provide more information.