Expert Second Opinion for Deputies

Why Bother?

Our firm Best Interests Consultant specialises in helping financial deputies and trustees confirm they are acting in their client’s best interests, both from a legal and investment perspective.

With over 30 years of experience in the investment world and as a former member of the London stock exchange, our CEO, Saul Djanogly has spent a lot of time talking to and consulting for financial deputies and trustees.

These lawyers tell us that they’re almost entirely dependent on their investment advisers when it comes to evaluating strategy, fees and charges and how the investments are doing. They don't have the time or expertise to cut through all the jargon and complexity . So this dependency and lack of clarity frustrates them.

Furthermore, during the course of our consulting work for leading financial deputies, certain grey legal areas kept on coming up. This is why we decided to go to counsel in order to seek complete clarity about these issues and incorporate counsel’s legal recommendations into our expert, independent second opinion service.

Our discussions with the Office of the Public Guardian have also made clear that they are going to be paying a great deal more attention to the whole issue of investment fees and performance when it comes to professional deputies.

Our market research shows that with so much at stake for both them and their clients ,many deputies and trustees really understand the need for a truly independent second opinion service which isn't just another adviser pitching for their business where they are going to get more of the same industry jargon.

We provide second opinion for deputies in a clearly thought out rigorous way as a standalone service.

Our firm’s mission is to help lawyers make sure that the investments they manage for their clients, many of whom have been dealt a bad hand in life already, are truly fit for purpose. After all they and their clients deserve nothing less.