If a loved one is no longer in a position to manage their investments, we are here to help. Whether they have moved to a care home and/or have a registered Power of Attorney, or if you are concerned about them, please do not hesitate to contact us.

Registering for a Power of Attorney can be a stressful time for all. While we may have the best intentions to set this up before it is needed, more often than not it is a rushed process, with mountains of forms and confused loved ones. We don’t want to add to this pressure, so hope that the below is of help. If you need more information, please do not hesitate to contact us.

In order to register a Power of Attorney with us, we require:

• original/ certified copy of the Power of Attorney. In some instances, the Office of Public Guardian (OPG) will provide an access code
• proof of identity and address for each attorney
• if your loved one is moving into a care home, we will also require a copy of an invoice to show this as their new residence. We can then update their correspondence address to the attorney’s address.

Please post this information to:

Chelsea Financial Services, St James Hall, Moore Park Road, London, SW6 2JS

We will return all documents to you, once we have taken copies. Please let us know if you would like to us to post you a pre-paid envelope.

If your loved one wants you to manage their account on their behalf, please ask them to contact us in the office.

We can take authority from them to add you to have authority on the account.

While you will be able to make changes to their account, any withdrawals would need to be sent to a bank account in their name.