Investing with care. For long-term security.
Rathbones’ dedicated personal injury (PI) and Court of Protection (COP) team believes it is essential to work closely with clients, deputies, trustees and families to help meet their current and future needs.
Our approach to investment and advice in this area is built on a solid foundation of experience and expertise.
We take time to meet with clients, their families and professional advisers to understand their circumstances, needs and objectives. It’s our belief that only by listening to and truly understanding our clients can we create strategies to help meet their long term plans and requirements.
Our team has over 100 years’ combined experience and over this time we’ve built strong relationships with professionals in this area. If matters need resolving outside the scope of investments, we can bring the expertise of this network to offer additional support. We are trusted to manage over £1 billion of personal injury settlements, making us one of the leading specialist investment managers in the UK.
HOW CAN WE HELP YOU?
There are two distinct elements to our services.
INVESTMENT MANAGEMENT AND FINANCIAL PLANNING
FEES
Our Team
Adam Lowe
Assistant investment manager
Adam Lowe
Assistant investment manager
London
Adam joined Rathbones in 2021 as an assistant investment manager after spending two and a half years at Investec. During his time at Investec, Adam worked as a portfolio manager where he managed multi asset portfolios on behalf of private clients, pension funds and charities. He graduated from the University of Bristol in 2018 with a degree in Economics and has since achieved the Level 7 Chartered Wealth Manager qualification.
Adam joined Rathbones in 2021 as an assistant investment manager after spending two and a half years at Investec. During his time at Investec, Adam worked as a portfolio manager where he managed multi asset portfolios on behalf of private clients, pension funds and charities. He graduated from the University of Bristol in 2018 with a degree in Economics and has since achieved the Level 7 Chartered Wealth Manager qualification.
Paul Sayers
Senior financial planner
Paul Sayers
Senior financial planner
London
Paul is a Chartered Financial Planner with over 25 years’ experience.
He provides financial advice for clients and their representatives, enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security.
Paul is a member of the personal injury and Court of Protection team, providing financial advice and tax structuring for personal injury claimants and clients in later life, working with Court of Protection deputies, trustees and individual clients.
In his spare time he is a director for Cranleigh Riding for the Disabled.
Paul is a Chartered Financial Planner with over 25 years’ experience.
He provides financial advice for clients and their representatives, enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security.
Paul is a member of the personal injury and Court of Protection team, providing financial advice and tax structuring for personal injury claimants and clients in later life, working with Court of Protection deputies, trustees and individual clients.
In his spare time he is a director for Cranleigh Riding for the Disabled.
Bradley Wright
Financial planner
Bradley Wright
Financial planner
London
Brad joined Rathbones as a financial planner in 2021 following a move cross-country to London from the south-west and specialises in providing advice to clients and their representatives within Rathbones’ Court of Protection team. With over 8 years’ of experience within the financial planning and wealth management profession, he brings a range of experience from a career spent at large regional firms in a variety of different roles and is passionate about delivering the right outcome, providing tailored financial advice and tax structuring for personal injury claimants and clients in later life.
Brad holds a master’s degree in Commercial Law from the University of Edinburgh and prior to this, gained a first class honours degree in European Business Management.
Brad joined Rathbones as a financial planner in 2021 following a move cross-country to London from the south-west and specialises in providing advice to clients and their representatives within Rathbones’ Court of Protection team. With over 8 years’ of experience within the financial planning and wealth management profession, he brings a range of experience from a career spent at large regional firms in a variety of different roles and is passionate about delivering the right outcome, providing tailored financial advice and tax structuring for personal injury claimants and clients in later life.
Brad holds a master’s degree in Commercial Law from the University of Edinburgh and prior to this, gained a first class honours degree in European Business Management.