This case involved two elderly people, husband and wife. They had been struggling with their affairs and finances for some years and the local authority had been asked to look into matters. They had children who sadly could not agree on the best way forward and there were issues of financial mismanagement that required attention.
How we helped
Christopher Andrews from our Private Law department was initially asked to assist and provide an action plan. As the case progressed, Christopher was consulted by the local authority as a specialist in Court of Protection matters as to what might be the necessary next steps. The local authority consented to Christopher’s appointment as Deputy for the couples financial affairs, so as to take over the role that the local authority had been previously carrying out.
This was also with the consent of the children involved in the case who felt that it would be appropriate for a specialist from John Fowlers to act and be an impartial member of the case and would be able to put matters in good order. They both felt comfortable talking to Christopher and explain openly what had previously happened.
Numerous meetings took place with family members and the local authority which allowed a paper application to be made to the Court of Protection rather than an oral (and costly) meeting being required. It was important throughout to make sure that all parties were clear that their concerns and feelings were being taken into account at all stages so as to minimise any contention.
The application and subsequent arranging of finances for the couple lasted around 9-12 months which included the matter of a complicated previous property transaction, however, this was settled without the need for a further Order of the Court and was agreed by consent. Christopher subsequently acted for the couple up until their respective deaths.
Any challenges faced by Christopher and his team during this case were dealt with in a calm and caring way, taking into account the fact that people all have different opinions, none of which are more important than any others and every effort was made to make sure that the family and local authority and interested parties knew what was being done and importantly why. This allowed better interaction between parties and a better understanding of the process for them which in turn created a better level of cooperation and trust.
The couple were very happy that their affairs were looked after properly and this was a relief to everyone involved, there was a clear separation between the role of family and that relating to the finances of the couple.
John Fowlers were able to work with this family in a transparent, approachable and compassionate way, supported by their thorough attention to detail and expertise throughout.
What the client said
“Thank you so much for all that you have done on behalf of my parents and me, and that I can now have peace of mind. Your understanding and very kind attention to all matters is very much appreciated, thanks again, very best wishes”