Guardianship advice

How can we help?

Being the official Guardian for a vulnerable person is a big responsibility, and the Office of the Public Guardian expects you to manage the Guardianship assets carefully as well as preparing regular reports. As independent financial advisers we are able to take a lot of this work off your hands, as well as advising you on which investments are most suitable for the vulnerable adult's money.

  • Prepare inventory reports for the Office of the Public Guardian (OPG)
  • Prepare the initial management report for the OPG
  • Provide an accompanying independent financial report
  • Help with annual OPG returns
  • Give advice on how best to manage the vulnerable person's assets

Why choose Wendy Cochran Independent Financial Advice?

Wendy Cochran IFA, based in Wetherby, near Leeds, Yorkshire, but advising clients across the UK, is one of the few IFAs in the country with significant experience in Guardianship work and dealing with the Public Guardian's office. We manage millions of pounds of assets on behalf of vulnerable adults and their guardians and trustees.

We regularly offer advice to local solicitors who specialise in this area, and help them to arrange suitable investments for their clients. We also offer advice directly to clients, and where clients do not already have legal advice we will advise them on the best local solicitor for them.

Get in touch for a free initial consultation.

Independent financial advice on guardianships, Wetherby, Leeds IFA

Chartered Financial Planners. Regulated by the Financial Conduct Authority (FCA no. 603653).